Lederer & Associates Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-37,860
| Closed | -$1.99M | – | 94 |
|
|
2018
Q3 | $1.99M | Buy |
37,860
+105
| +0.3% | +$5.52K | 1.68% | 20 |
|
|
2018
Q2 | $2.09M | Sell |
37,755
-810
| -2% | -$44.9K | 1.89% | 16 |
|
|
2018
Q1 | $2.02M | Sell |
38,565
-665
| -2% | -$34.8K | 1.82% | 19 |
|
|
2017
Q4 | $2.38M | Buy |
39,230
+40
| +0.1% | +$2.43K | 2.13% | 12 |
|
|
2017
Q3 | $2.16M | Buy |
39,190
+45
| +0.1% | +$2.48K | 2.06% | 14 |
|
|
2017
Q2 | $2.17M | Buy |
39,145
+1,945
| +5% | +$108K | 2.09% | 14 |
|
|
2017
Q1 | $2.07M | Buy |
37,200
+255
| +0.7% | +$14.2K | 1.95% | 14 |
|
|
2016
Q4 | $2.04M | Buy |
+36,945
| New | +$2.04M | 2.02% | 14 |
|
|
2015
Q3 | $1.77M | Buy |
34,410
+40
| +0.1% | +$2.05K | 1.97% | 19 |
|
|
2015
Q2 | $1.93M | Buy |
34,370
+140
| +0.4% | +$7.87K | 1.98% | 16 |
|
|
2015
Q1 | $1.86M | Buy |
+34,230
| New | +$1.86M | 1.82% | 22 |
|