LaFleur & Godfrey’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 |
-9,795
| Closed | -$281K | – | 69 |
|
|
2020
Q1 | $281K | Buy |
9,795
+1,720
| +21% | +$49.3K | 0.08% | 63 |
|
|
2019
Q4 | $434K | Buy |
8,075
+3,650
| +82% | +$196K | 0.1% | 61 |
|
|
2019
Q3 | $224K | Sell |
4,425
-15,255
| -78% | -$772K | 0.05% | 65 |
|
|
2019
Q2 | $931K | Buy |
19,680
+4,760
| +32% | +$225K | 0.23% | 53 |
|
|
2019
Q1 | $721K | Buy |
14,920
+3,600
| +32% | +$174K | 0.19% | 53 |
|
|
2018
Q4 | $522K | Sell |
11,320
-2,235
| -16% | -$103K | 0.15% | 56 |
|
|
2018
Q3 | $712K | Buy |
13,555
+4,130
| +44% | +$217K | 0.17% | 51 |
|
|
2018
Q2 | $523K | Buy |
+9,425
| New | +$523K | 0.13% | 55 |
|
|
2018
Q1 | – | Sell |
-58,837
| Closed | -$3.57M | – | 71 |
|
|
2017
Q4 | $3.57M | Buy |
58,837
+577
| +1% | +$35K | 0.88% | 39 |
|
|
2017
Q3 | $3.21M | Sell |
58,260
-100
| -0.2% | -$5.52K | 0.84% | 43 |
|
|
2017
Q2 | $3.23M | Sell |
58,360
-1,425
| -2% | -$79K | 0.85% | 43 |
|
|
2017
Q1 | $3.33M | Sell |
59,785
-1,250
| -2% | -$69.6K | 0.9% | 42 |
|
|
2016
Q4 | $3.36M | Sell |
61,035
-2,367
| -4% | -$130K | 0.94% | 41 |
|
|
2016
Q3 | $2.81M | Sell |
63,402
-2,903
| -4% | -$129K | 0.81% | 45 |
|
|
2016
Q2 | $3.14M | Sell |
66,305
-44,235
| -40% | -$2.09M | 0.93% | 40 |
|
|
2016
Q1 | $5.35M | Sell |
110,540
-163,730
| -60% | -$7.92M | 1.62% | 24 |
|
|
2015
Q4 | $14.9M | Sell |
274,270
-10,665
| -4% | -$580K | 4.42% | 4 |
|
|
2015
Q3 | $14.6M | Buy |
284,935
+420
| +0.1% | +$21.6K | 4.37% | 5 |
|
|
2015
Q2 | $16M | Buy |
284,515
+4,115
| +1% | +$231K | 4.43% | 3 |
|
|
2015
Q1 | $15.3M | Buy |
280,400
+4,032
| +1% | +$219K | 4.08% | 5 |
|
|
2014
Q4 | $15.2M | Buy |
276,368
+3,693
| +1% | +$202K | 4.06% | 6 |
|
|
2014
Q3 | $14.1M | Buy |
272,675
+20,780
| +8% | +$1.08M | 3.88% | 7 |
|
|
2014
Q2 | $13.2M | Buy |
251,895
+20,745
| +9% | +$1.09M | 3.52% | 9 |
|
|
2014
Q1 | $11.5M | Buy |
231,150
+138,010
| +148% | +$6.86M | 3.17% | 11 |
|
|
2013
Q4 | $4.23M | Buy |
93,140
+80,145
| +617% | +$3.64M | 1.17% | 30 |
|
|
2013
Q3 | $537K | Buy |
+12,995
| New | +$537K | 0.15% | 59 |
|