Jupiter Investment Management’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 | $2.55M | Buy |
+99,578
| New | +$2.55M | 0.04% | 232 |
|
|
2019
Q2 | – | Sell |
-26,574
| Closed | -$1.28M | – | 427 |
|
|
2019
Q1 | $1.28M | Sell |
26,574
-9,589
| -27% | -$463K | 0.01% | 240 |
|
|
2018
Q4 | $1.67M | Sell |
36,163
-1,374
| -4% | -$63.3K | 0.01% | 216 |
|
|
2018
Q3 | $1.97M | Hold |
37,537
| – | – | 0.01% | 228 |
|
|
2018
Q2 | $2.08M | Sell |
37,537
-6,162
| -14% | -$342K | 0.01% | 243 |
|
|
2018
Q1 | $2.29M | Sell |
43,699
-14,056
| -24% | -$737K | 0.02% | 234 |
|
|
2017
Q4 | $3.5M | Buy |
57,755
+7,802
| +16% | +$473K | 0.03% | 202 |
|
|
2017
Q3 | $2.75M | Sell |
49,953
-7,958
| -14% | -$439K | 0.03% | 186 |
|
|
2017
Q2 | $3.21M | Hold |
57,911
| – | – | 0.04% | 201 |
|
|
2017
Q1 | $3.22M | Hold |
57,911
| – | – | 0.05% | 182 |
|
|
2016
Q4 | $3.19M | Sell |
57,911
-21,579
| -27% | -$1.19M | 0.06% | 170 |
|
|
2016
Q3 | $3.52M | Sell |
79,490
-32,474
| -29% | -$1.44M | 0.06% | 189 |
|
|
2016
Q2 | $5.3M | Hold |
111,964
| – | – | 0.1% | 174 |
|
|
2016
Q1 | $5.41M | Hold |
111,964
| – | – | 0.11% | 169 |
|
|
2015
Q4 | $6.09M | Hold |
111,964
| – | – | 0.16% | 130 |
|
|
2015
Q3 | $5.75M | Buy |
111,964
+143
| +0.1% | +$7.34K | 0.16% | 128 |
|
|
2015
Q2 | $6.29M | Hold |
111,821
| – | – | 0.18% | 94 |
|
|
2015
Q1 | $6.08M | Sell |
111,821
-2,394
| -2% | -$130K | 0.19% | 101 |
|
|
2014
Q4 | $6.26M | Buy |
114,215
+28,505
| +33% | +$1.56M | 0.22% | 111 |
|
|
2014
Q3 | $4.45M | Buy |
85,710
+3,251
| +4% | +$169K | 0.22% | 104 |
|
|
2014
Q2 | $4.33M | Buy |
82,459
+21,650
| +36% | +$1.14M | 0.24% | 105 |
|
|
2014
Q1 | $3.02M | Buy |
60,809
+17,653
| +41% | +$878K | 0.2% | 122 |
|
|
2013
Q4 | $1.96M | Sell |
43,156
-1,987
| -4% | -$90.2K | 0.17% | 167 |
|
|
2013
Q3 | $1.87M | Sell |
45,143
-38,973
| -46% | -$1.61M | 0.18% | 171 |
|
|
2013
Q2 | $3.47M | Buy |
+84,116
| New | +$3.47M | 0.42% | 104 |
|