Ironvine Capital Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-47,729
| Closed | -$1.37M | – | 62 |
|
|
2020
Q1 | $1.37M | Sell |
47,729
-498,249
| -91% | -$14.3M | 0.21% | 46 |
|
|
2019
Q4 | $29.4M | Buy |
545,978
+12,082
| +2% | +$650K | 4.1% | 6 |
|
|
2019
Q3 | $26.9M | Buy |
533,896
+94,355
| +21% | +$4.76M | 3.95% | 7 |
|
|
2019
Q2 | $21.3M | Buy |
439,541
+101,728
| +30% | +$4.93M | 3.48% | 10 |
|
|
2019
Q1 | $16.3M | Buy |
337,813
+5,236
| +2% | +$253K | 3.08% | 13 |
|
|
2018
Q4 | $16.6M | Buy |
332,577
+186,535
| +128% | +$9.29M | 3.37% | 10 |
|
|
2018
Q3 | $7.68M | Sell |
146,042
-597
| -0.4% | -$31.4K | 1.57% | 26 |
|
|
2018
Q2 | $8.13M | Sell |
146,639
-21,753
| -13% | -$1.21M | 1.82% | 26 |
|
|
2018
Q1 | $8.83M | Buy |
168,392
+24,355
| +17% | +$1.28M | 2.12% | 20 |
|
|
2017
Q4 | $8.74M | Buy |
+144,037
| New | +$8.74M | 2.73% | 9 |
|