Investment House LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,254
| Closed | -$253K | – | 220 |
|
|
2024
Q2 | $253K | Buy |
4,254
+200
| +5% | +$11.9K | 0.01% | 189 |
|
|
2024
Q1 | $235K | Buy |
+4,054
| New | +$235K | 0.01% | 203 |
|
|
2021
Q1 | – | Sell |
-10,356
| Closed | -$313K | – | 224 |
|
|
2020
Q4 | $313K | Buy |
+10,356
| New | +$313K | 0.02% | 189 |
|
|
2020
Q2 | – | Sell |
-7,030
| Closed | -$202K | – | 198 |
|
|
2020
Q1 | $202K | Sell |
7,030
-500
| -7% | -$14.4K | 0.02% | 165 |
|
|
2019
Q4 | $405K | Buy |
7,530
+276
| +4% | +$14.8K | 0.04% | 164 |
|
|
2019
Q3 | $366K | Sell |
7,254
-6,024
| -45% | -$304K | 0.04% | 154 |
|
|
2019
Q2 | $628K | Buy |
13,278
+5,924
| +81% | +$280K | 0.07% | 128 |
|
|
2019
Q1 | $355K | Buy |
7,354
+1
| +0% | +$48 | 0.04% | 150 |
|
|
2018
Q4 | $339K | Sell |
7,353
-21,902
| -75% | -$1.01M | 0.04% | 140 |
|
|
2018
Q3 | $1.54M | Buy |
29,255
+20,432
| +232% | +$1.07M | 0.16% | 97 |
|
|
2018
Q2 | $489K | Buy |
8,823
+2,055
| +30% | +$114K | 0.06% | 137 |
|
|
2018
Q1 | $355K | Sell |
6,768
-122
| -2% | -$6.4K | 0.04% | 149 |
|
|
2017
Q4 | $418K | Sell |
6,890
-15,445
| -69% | -$937K | 0.05% | 146 |
|
|
2017
Q3 | $1.23M | Buy |
22,335
+15,060
| +207% | +$831K | 0.16% | 98 |
|
|
2017
Q2 | $403K | Sell |
7,275
-400
| -5% | -$22.2K | 0.05% | 151 |
|
|
2017
Q1 | $427K | Hold |
7,675
| – | – | 0.06% | 148 |
|
|
2016
Q4 | $423K | Sell |
7,675
-900
| -10% | -$49.6K | 0.06% | 143 |
|
|
2016
Q3 | $380K | Sell |
8,575
-920
| -10% | -$40.8K | 0.06% | 154 |
|
|
2016
Q2 | $449K | Buy |
9,495
+950
| +11% | +$44.9K | 0.07% | 142 |
|
|
2016
Q1 | $413K | Buy |
8,545
+750
| +10% | +$36.2K | 0.07% | 142 |
|
|
2015
Q4 | $424K | Buy |
7,795
+1,400
| +22% | +$76.2K | 0.07% | 133 |
|
|
2015
Q3 | $328K | Buy |
6,395
+900
| +16% | +$46.2K | 0.06% | 138 |
|
|
2015
Q2 | $309K | Buy |
5,495
+300
| +6% | +$16.9K | 0.05% | 141 |
|
|
2015
Q1 | $282K | Hold |
5,195
| – | – | 0.05% | 140 |
|
|
2014
Q4 | $285K | Hold |
5,195
| – | – | 0.05% | 141 |
|
|
2014
Q3 | $269K | Sell |
5,195
-175
| -3% | -$9.06K | 0.04% | 139 |
|
|
2014
Q2 | $282K | Hold |
5,370
| – | – | 0.05% | 136 |
|
|
2014
Q1 | $267K | Buy |
5,370
+445
| +9% | +$22.1K | 0.05% | 135 |
|
|
2013
Q4 | $224K | Buy |
+4,925
| New | +$224K | 0.04% | 141 |
|