Intersect Capital’s Wells Fargo WFC Stock Holding History

Intersect Capital’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$955K	Buy	24,369 +1,476	+6%	+$57.8K	0.29%	81
2022 Q1	$1.11M	Buy	22,893 +1,501	+7%	+$72.7K	0.21%	100
2021 Q4	$1.03M	Sell	21,392 -242	-1%	-$11.6K	0.19%	105
2021 Q3	$1M	Sell	21,634 -2,505	-10%	-$116K	0.17%	104
2021 Q2	$1.09M	Buy	24,139 +4,019	+20%	+$182K	0.19%	96
2021 Q1	$786K	Sell	20,120 -123	-0.6%	-$4.81K	0.16%	105
2020 Q4	$611K	Sell	20,243 -2,603	-11%	-$78.6K	0.13%	120
2020 Q3	$537K	Sell	22,846 -5,175	-18%	-$122K	0.14%	109
2020 Q2	$717K	Buy	28,021 +770	+3%	+$19.7K	0.23%	72
2020 Q1	$782K	Sell	27,251 -3,386	-11%	-$97.2K	0.31%	59
2019 Q4	$1.65M	Sell	30,637 -3,339	-10%	-$180K	0.55%	39
2019 Q3	$1.71M	Sell	33,976 -2,105	-6%	-$106K	0.64%	36
2019 Q2	$1.71M	Buy	36,081 +133	+0.4%	+$6.29K	0.66%	33
2019 Q1	$1.74M	Sell	35,948 -174	-0.5%	-$8.41K	0.73%	32
2018 Q4	$1.67M	Sell	36,122 -381	-1%	-$17.6K	0.8%	32
2018 Q3	$1.92M	Sell	36,503 -1,138	-3%	-$59.8K	0.84%	32
2018 Q2	$2.09M	Sell	37,641 -10,832	-22%	-$601K	1.01%	28
2018 Q1	$2.54M	Sell	48,473 -2,821	-5%	-$148K	1.34%	21
2017 Q4	$3.11M	Sell	51,294 -1,737	-3%	-$105K	1.68%	17
2017 Q3	$2.93M	Buy	53,031 +32	+0.1%	+$1.77K	1.66%	17
2017 Q2	$2.94M	Buy	52,999 +13,867	+35%	+$768K	1.76%	17
2017 Q1	$2.18M	Buy	39,132 +2,886	+8%	+$161K	1.9%	18
2016 Q4	$2M	Buy	36,246 +2,742	+8%	+$151K	1.5%	19
2016 Q3	$1.48M	Buy	33,504 +7,437	+29%	+$329K	1.17%	21
2016 Q2	$1.23M	Buy	26,067 +4,190	+19%	+$198K	0.74%	31
2016 Q1	$1.06M	Buy	21,877 +7,711	+54%	+$373K	0.67%	37
2015 Q4	$770K	Buy	14,166 +6,527	+85%	+$355K	0.66%	34
2015 Q3	$392K	Buy	7,639 +1,304	+21%	+$66.9K	0.36%	62
2015 Q2	$356K	Buy	6,335 +2,804	+79%	+$158K	0.3%	61
2015 Q1	$195K	Sell	3,531 -82	-2%	-$4.53K	0.15%	95
2014 Q4	$198K	Buy	+3,613	New	+$198K	0.17%	94