IMOV
Investment Management of Virginia’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.79M | Buy |
74,694
+3,082
| +4% | +$115K | 0.53% | 62 |
|
|
2022
Q4 | $2.96M | Sell |
71,612
-1,857
| -3% | -$76.7K | 0.58% | 61 |
|
|
2022
Q3 | $2.96M | Buy |
73,469
+330
| +0.5% | +$13.3K | 0.64% | 56 |
|
|
2022
Q2 | $2.87M | Sell |
73,139
-4,613
| -6% | -$181K | 0.59% | 60 |
|
|
2022
Q1 | $3.77M | Buy |
77,752
+759
| +1% | +$36.8K | 0.66% | 59 |
|
|
2021
Q4 | $3.69M | Sell |
76,993
-1,657
| -2% | -$79.5K | 0.6% | 59 |
|
|
2021
Q3 | $3.65M | Sell |
78,650
-1,138
| -1% | -$52.8K | 0.7% | 48 |
|
|
2021
Q2 | $3.61M | Sell |
79,788
-403
| -0.5% | -$18.3K | 0.7% | 51 |
|
|
2021
Q1 | $3.13M | Buy |
80,191
+1,126
| +1% | +$44K | 0.63% | 60 |
|
|
2020
Q4 | $2.39M | Buy |
79,065
+654
| +0.8% | +$19.7K | 0.52% | 67 |
|
|
2020
Q3 | $1.84M | Sell |
78,411
-8,020
| -9% | -$189K | 0.46% | 67 |
|
|
2020
Q2 | $2.21M | Sell |
86,431
-48,585
| -36% | -$1.24M | 0.55% | 63 |
|
|
2020
Q1 | $3.88M | Sell |
135,016
-10,043
| -7% | -$288K | 1.17% | 22 |
|
|
2019
Q4 | $7.8M | Sell |
145,059
-93,670
| -39% | -$5.04M | 1.79% | 15 |
|
|
2019
Q3 | $12M | Buy |
238,729
+1,787
| +0.8% | +$90.1K | 2.96% | 4 |
|
|
2019
Q2 | $11.2M | Sell |
236,942
-114,182
| -33% | -$5.4M | 2.68% | 3 |
|
|
2019
Q1 | $17M | Buy |
351,124
+178,736
| +104% | +$8.64M | 2.01% | 7 |
|
|
2018
Q4 | $7.94M | Sell |
172,388
-5,305
| -3% | -$244K | 2.06% | 7 |
|
|
2018
Q3 | $9.34M | Sell |
177,693
-3,036
| -2% | -$160K | 1.97% | 8 |
|
|
2018
Q2 | $10M | Buy |
180,729
+47,698
| +36% | +$2.64M | 2.21% | 6 |
|
|
2018
Q1 | $6.97M | Sell |
133,031
-20,164
| -13% | -$1.06M | 1.62% | 15 |
|
|
2017
Q4 | $9.29M | Sell |
153,195
-2,303
| -1% | -$140K | 2.2% | 6 |
|
|
2017
Q3 | $8.58M | Sell |
155,498
-281
| -0.2% | -$15.5K | 2.02% | 8 |
|
|
2017
Q2 | $8.63M | Buy |
155,779
+1,347
| +0.9% | +$74.6K | 2.08% | 8 |
|
|
2017
Q1 | $8.6M | Sell |
154,432
-4,323
| -3% | -$241K | 2.11% | 6 |
|
|
2016
Q4 | $8.75M | Sell |
158,755
-596
| -0.4% | -$32.8K | 2.09% | 6 |
|
|
2016
Q3 | $7.06M | Buy |
159,351
+17,336
| +12% | +$768K | 1.73% | 12 |
|
|
2016
Q2 | $6.72M | Buy |
142,015
+42,013
| +42% | +$1.99M | 1.72% | 12 |
|
|
2016
Q1 | $4.84M | Buy |
100,002
+4,135
| +4% | +$200K | 1.27% | 20 |
|
|
2015
Q4 | $5.21M | Sell |
95,867
-1,620
| -2% | -$88.1K | 1.38% | 17 |
|
|
2015
Q3 | $5.01M | Sell |
97,487
-460
| -0.5% | -$23.6K | 1.32% | 17 |
|
|
2015
Q2 | $5.51M | Sell |
97,947
-16,570
| -14% | -$932K | 1.27% | 18 |
|
|
2015
Q1 | $6.23M | Sell |
114,517
-4,570
| -4% | -$249K | 1.42% | 14 |
|
|
2014
Q4 | $6.53M | Sell |
119,087
-325
| -0.3% | -$17.8K | 1.36% | 12 |
|
|
2014
Q3 | $6.19M | Sell |
119,412
-5,625
| -4% | -$292K | 1.11% | 19 |
|
|
2014
Q2 | $6.57M | Sell |
125,037
-2,434
| -2% | -$128K | 1.06% | 20 |
|
|
2014
Q1 | $6.34M | Sell |
127,471
-2,155
| -2% | -$107K | 1.04% | 22 |
|
|
2013
Q4 | $5.89M | Sell |
129,626
-1,320
| -1% | -$59.9K | 0.97% | 27 |
|
|
2013
Q3 | $5.41M | Sell |
130,946
-3,415
| -3% | -$141K | 1.04% | 22 |
|
|
2013
Q2 | $5.55M | Buy |
+134,361
| New | +$5.55M | 1.22% | 17 |
|