Ladenburg Thalmann Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $26.4M | Sell |
493,676
-52,008
| -10% | -$2.78M | 0.17% | 130 |
|
|
2019
Q3 | $27.5M | Sell |
545,684
-9,082
| -2% | -$458K | 0.19% | 123 |
|
|
2019
Q2 | $26.3M | Sell |
554,766
-5,120
| -0.9% | -$243K | 0.19% | 119 |
|
|
2019
Q1 | $27.1M | Buy |
559,886
+5,456
| +1% | +$264K | 0.21% | 114 |
|
|
2018
Q4 | $25.6M | Sell |
554,430
-60,622
| -10% | -$2.8M | 0.23% | 103 |
|
|
2018
Q3 | $32.3M | Sell |
615,052
-25,797
| -4% | -$1.36M | 0.27% | 89 |
|
|
2018
Q2 | $33.5M | Hold |
640,849
| – | – | 0.31% | 72 |
|
|
2018
Q1 | $33.5M | Sell |
640,849
-21,380
| -3% | -$1.12M | 0.31% | 72 |
|
|
2017
Q4 | $40.2M | Buy |
662,229
+4,658
| +0.7% | +$283K | 0.38% | 53 |
|
|
2017
Q3 | $36.3M | Sell |
657,571
-45,393
| -6% | -$2.5M | 0.39% | 46 |
|
|
2017
Q2 | $38.9M | Sell |
702,964
-54,710
| -7% | -$3.03M | 0.46% | 43 |
|
|
2017
Q1 | $42.2M | Sell |
757,674
-23,897
| -3% | -$1.33M | 0.53% | 37 |
|
|
2016
Q4 | $43M | Buy |
781,571
+51,946
| +7% | +$2.86M | 0.6% | 36 |
|
|
2016
Q3 | $32.3M | Buy |
729,625
+33,169
| +5% | +$1.47M | 0.48% | 46 |
|
|
2016
Q2 | $32.9M | Buy |
696,456
+95,162
| +16% | +$4.5M | 0.53% | 39 |
|
|
2016
Q1 | $29.1M | Buy |
601,294
+8,595
| +1% | +$416K | 0.51% | 39 |
|
|
2015
Q4 | $32.2M | Buy |
592,699
+41,082
| +7% | +$2.23M | 0.6% | 29 |
|
|
2015
Q3 | $28.2M | Buy |
551,617
+42,692
| +8% | +$2.18M | 0.58% | 32 |
|
|
2015
Q2 | $28.6M | Buy |
508,925
+28,207
| +6% | +$1.59M | 0.53% | 34 |
|
|
2015
Q1 | $26.2M | Buy |
480,718
+183,514
| +62% | +$9.98M | 0.5% | 33 |
|
|
2014
Q4 | $16.3M | Buy |
297,204
+95,056
| +47% | +$5.21M | 0.36% | 58 |
|
|
2014
Q3 | $10.5M | Buy |
202,148
+26,973
| +15% | +$1.4M | 0.29% | 79 |
|
|
2014
Q2 | $9.17M | Buy |
175,175
+36,560
| +26% | +$1.91M | 0.25% | 90 |
|
|
2014
Q1 | $6.89M | Sell |
138,615
-52
| -0% | -$2.59K | 0.2% | 97 |
|
|
2013
Q4 | $6.3M | Buy |
138,667
+617
| +0.4% | +$28K | 0.19% | 99 |
|
|
2013
Q3 | $5.71M | Sell |
138,050
-623
| -0.4% | -$25.8K | 0.19% | 105 |
|
|
2013
Q2 | $5.73M | Buy |
+138,673
| New | +$5.73M | 0.2% | 99 |
|