Kings Point Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $123K | Buy |
2,547
+1,310
| +106% | +$63.3K | 0.01% | 245 |
|
|
2021
Q4 | $59K | Buy |
1,237
+470
| +61% | +$22.4K | ﹤0.01% | 354 |
|
|
2021
Q3 | $36K | Sell |
767
-999
| -57% | -$46.9K | ﹤0.01% | 399 |
|
|
2021
Q2 | $80K | Buy |
1,766
+44
| +3% | +$1.99K | 0.01% | 289 |
|
|
2021
Q1 | $67K | Buy |
1,722
+1,000
| +139% | +$38.9K | 0.01% | 302 |
|
|
2020
Q4 | $22K | Buy |
722
+201
| +39% | +$6.13K | ﹤0.01% | 411 |
|
|
2020
Q3 | $12K | Hold |
521
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $13K | Sell |
521
-1,696
| -76% | -$42.3K | ﹤0.01% | 417 |
|
|
2020
Q1 | $64K | Sell |
2,217
-137
| -6% | -$3.96K | 0.01% | 247 |
|
|
2019
Q4 | $127K | Buy |
2,354
+765
| +48% | +$41.3K | 0.02% | 219 |
|
|
2019
Q3 | $80K | Buy |
1,589
+503
| +46% | +$25.3K | 0.01% | 237 |
|
|
2019
Q2 | $51K | Buy |
1,086
+54
| +5% | +$2.54K | 0.01% | 257 |
|
|
2019
Q1 | $50K | Hold |
1,032
| – | – | 0.01% | 240 |
|
|
2018
Q4 | $48K | Sell |
1,032
-115
| -10% | -$5.35K | 0.01% | 225 |
|
|
2018
Q3 | $60K | Buy |
1,147
+116
| +11% | +$6.07K | 0.01% | 222 |
|
|
2018
Q2 | $57K | Hold |
1,031
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $54K | Sell |
1,031
-85,267
| -99% | -$4.47M | 0.01% | 229 |
|
|
2017
Q4 | $5.24M | Buy |
86,298
+1,924
| +2% | +$117K | 1.1% | 38 |
|
|
2017
Q3 | $4.65M | Sell |
84,374
-1,677
| -2% | -$92.5K | 1.04% | 39 |
|
|
2017
Q2 | $4.77M | Buy |
86,051
+53,490
| +164% | +$2.96M | 1.11% | 34 |
|
|
2017
Q1 | $1.81M | Buy |
32,561
+22,939
| +238% | +$1.28M | 0.42% | 67 |
|
|
2016
Q4 | $530K | Sell |
9,622
-225
| -2% | -$12.4K | 0.13% | 92 |
|
|
2016
Q3 | $436K | Sell |
9,847
-14,474
| -60% | -$641K | 0.12% | 87 |
|
|
2016
Q2 | $1.15M | Sell |
24,321
-47
| -0.2% | -$2.22K | 0.29% | 67 |
|
|
2016
Q1 | $1.18M | Sell |
24,368
-5,200
| -18% | -$251K | 0.3% | 69 |
|
|
2015
Q4 | $1.61M | Sell |
29,568
-2,991
| -9% | -$163K | 0.4% | 61 |
|
|
2015
Q3 | $1.67M | Buy |
32,559
+445
| +1% | +$22.9K | 0.44% | 54 |
|
|
2015
Q2 | $1.81M | Buy |
32,114
+475
| +2% | +$26.7K | 0.44% | 54 |
|
|
2015
Q1 | $1.72M | Sell |
31,639
-924
| -3% | -$50.3K | 0.43% | 54 |
|
|
2014
Q4 | $1.79M | Sell |
32,563
-761
| -2% | -$41.7K | 0.48% | 52 |
|
|
2014
Q3 | $1.73M | Buy |
33,324
+167
| +0.5% | +$8.67K | 0.52% | 48 |
|
|
2014
Q2 | $1.74M | Sell |
33,157
-606
| -2% | -$31.9K | 0.52% | 45 |
|
|
2014
Q1 | $1.68M | Buy |
33,763
+2,656
| +9% | +$132K | 0.55% | 49 |
|
|
2013
Q4 | $1.41M | Buy |
31,107
+1,453
| +5% | +$66K | 0.49% | 50 |
|
|
2013
Q3 | $1.23M | Buy |
29,654
+4,202
| +17% | +$174K | 0.47% | 54 |
|
|
2013
Q2 | $1.05M | Buy |
+25,452
| New | +$1.05M | 0.43% | 55 |
|