Kistler-Tiffany Companies’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $246K | Buy |
5,759
+2,238
| +64% | +$95.5K | 0.04% | 302 |
|
|
2023
Q1 | $132K | Buy |
3,521
+4
| +0.1% | +$150 | 0.03% | 314 |
|
|
2022
Q4 | $145K | Sell |
3,517
-545
| -13% | -$22.5K | 0.03% | 305 |
|
|
2022
Q3 | $163K | Buy |
4,062
+220
| +6% | +$8.83K | 0.04% | 228 |
|
|
2022
Q2 | $150K | Buy |
3,842
+62
| +2% | +$2.42K | 0.03% | 241 |
|
|
2022
Q1 | $183K | Buy |
3,780
+3
| +0.1% | +$145 | 0.03% | 234 |
|
|
2021
Q4 | $181K | Buy |
3,777
+3
| +0.1% | +$144 | 0.04% | 205 |
|
|
2021
Q3 | $175K | Buy |
3,774
+118
| +3% | +$5.47K | 0.04% | 202 |
|
|
2021
Q2 | $166K | Buy |
3,656
+55
| +2% | +$2.5K | 0.04% | 208 |
|
|
2021
Q1 | $141K | Buy |
3,601
+2
| +0.1% | +$78 | 0.04% | 204 |
|
|
2020
Q4 | $109K | Sell |
3,599
-2,760
| -43% | -$83.6K | 0.03% | 219 |
|
|
2020
Q3 | $149K | Buy |
6,359
+1,108
| +21% | +$26K | 0.05% | 170 |
|
|
2020
Q2 | $134K | Sell |
5,251
-748
| -12% | -$19.1K | 0.05% | 172 |
|
|
2020
Q1 | $323K | Hold |
5,999
| – | – | 0.11% | 107 |
|
|
2019
Q4 | $323K | Sell |
5,999
-324
| -5% | -$17.4K | 0.11% | 110 |
|
|
2019
Q3 | $319K | Sell |
6,323
-354
| -5% | -$17.9K | 0.12% | 110 |
|
|
2019
Q2 | $316K | Buy |
6,677
+43
| +0.6% | +$2.04K | 0.12% | 110 |
|
|
2019
Q1 | $321K | Sell |
6,634
-1,382
| -17% | -$66.9K | 0.13% | 103 |
|
|
2018
Q4 | $369K | Sell |
8,016
-387
| -5% | -$17.8K | 0.17% | 84 |
|
|
2018
Q3 | $442K | Sell |
8,403
-553
| -6% | -$29.1K | 0.18% | 83 |
|
|
2018
Q2 | $497K | Sell |
8,956
-2,589
| -22% | -$144K | 0.22% | 79 |
|
|
2018
Q1 | $605K | Sell |
11,545
-4,231
| -27% | -$222K | 0.25% | 71 |
|
|
2017
Q4 | $957K | Sell |
15,776
-178
| -1% | -$10.8K | 0.38% | 50 |
|
|
2017
Q3 | $880K | Buy |
15,954
+297
| +2% | +$16.4K | 0.37% | 50 |
|
|
2017
Q2 | $868K | Buy |
15,657
+443
| +3% | +$24.6K | 0.4% | 46 |
|
|
2017
Q1 | $847K | Sell |
15,214
-13
| -0.1% | -$724 | 0.4% | 46 |
|
|
2016
Q4 | $839K | Sell |
15,227
-275
| -2% | -$15.2K | 0.41% | 45 |
|
|
2016
Q3 | $686K | Buy |
15,502
+235
| +2% | +$10.4K | 0.34% | 51 |
|
|
2016
Q2 | $723K | Buy |
15,267
+215
| +1% | +$10.2K | 0.37% | 49 |
|
|
2016
Q1 | $728K | Buy |
15,052
+502
| +3% | +$24.3K | 0.41% | 45 |
|
|
2015
Q4 | $791K | Buy |
14,550
+966
| +7% | +$52.5K | 0.44% | 43 |
|
|
2015
Q3 | $698K | Buy |
13,584
+735
| +6% | +$37.8K | 0.42% | 45 |
|
|
2015
Q2 | $723K | Buy |
12,849
+1,233
| +11% | +$69.4K | 0.43% | 46 |
|
|
2015
Q1 | $632K | Buy |
11,616
+453
| +4% | +$24.6K | 0.4% | 47 |
|
|
2014
Q4 | $612K | Sell |
11,163
-1,317
| -11% | -$72.2K | 0.4% | 46 |
|
|
2014
Q3 | $647K | Buy |
12,480
+1,350
| +12% | +$70K | 0.43% | 46 |
|
|
2014
Q2 | $585K | Buy |
11,130
+18
| +0.2% | +$946 | 0.42% | 45 |
|
|
2014
Q1 | $553K | Buy |
11,112
+372
| +3% | +$18.5K | 0.41% | 48 |
|
|
2013
Q4 | $488K | Buy |
10,740
+311
| +3% | +$14.1K | 0.37% | 55 |
|
|
2013
Q3 | $431K | Buy |
10,429
+924
| +10% | +$38.2K | 0.35% | 57 |
|
|
2013
Q2 | $392K | Buy |
+9,505
| New | +$392K | 0.34% | 56 |
|