Legacy Capital Partners’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 | $843K | Buy |
17,390
+100
| +0.6% | +$4.85K | 0.28% | 76 |
|
|
2021
Q4 | $830K | Buy |
17,290
+1,115
| +7% | +$53.5K | 0.27% | 81 |
|
|
2021
Q3 | $751K | Sell |
16,175
-4,428
| -21% | -$206K | 0.27% | 85 |
|
|
2021
Q2 | $933K | Buy |
20,603
+3,658
| +22% | +$166K | 0.33% | 78 |
|
|
2021
Q1 | $662K | Buy |
16,945
+475
| +3% | +$18.6K | 0.25% | 85 |
|
|
2020
Q4 | $497K | Sell |
16,470
-5,259
| -24% | -$159K | 0.19% | 93 |
|
|
2020
Q3 | $511K | Sell |
21,729
-22,337
| -51% | -$525K | 0.21% | 91 |
|
|
2020
Q2 | $1.13M | Buy |
44,066
+5,130
| +13% | +$131K | 0.48% | 61 |
|
|
2020
Q1 | $1.12M | Buy |
38,936
+2,616
| +7% | +$75K | 0.55% | 53 |
|
|
2019
Q4 | $1.95M | Buy |
36,320
+1,550
| +4% | +$83.4K | 0.79% | 45 |
|
|
2019
Q3 | $1.75M | Buy |
34,770
+590
| +2% | +$29.8K | 0.77% | 45 |
|
|
2019
Q2 | $1.62M | Sell |
34,180
-27,395
| -44% | -$1.3M | 0.72% | 50 |
|
|
2019
Q1 | $2.98M | Sell |
61,575
-984
| -2% | -$47.5K | 1.39% | 23 |
|
|
2018
Q4 | $2.88M | Sell |
62,559
-2,350
| -4% | -$108K | 1.53% | 21 |
|
|
2018
Q3 | $3.41M | Sell |
64,909
-4,900
| -7% | -$258K | 1.57% | 19 |
|
|
2018
Q2 | $3.87M | Sell |
69,809
-1,275
| -2% | -$70.7K | 1.9% | 12 |
|
|
2018
Q1 | $3.73M | Buy |
71,084
+1,355
| +2% | +$71K | 1.87% | 15 |
|
|
2017
Q4 | $4.23M | Buy |
69,729
+770
| +1% | +$46.7K | 2.09% | 12 |
|
|
2017
Q3 | $3.8M | Sell |
68,959
-560
| -0.8% | -$30.9K | 2% | 16 |
|
|
2017
Q2 | $3.85M | Sell |
69,519
-1,110
| -2% | -$61.5K | 2.08% | 13 |
|
|
2017
Q1 | $3.93M | Buy |
70,629
+29,000
| +70% | +$1.61M | 2.2% | 10 |
|
|
2016
Q4 | $2.3M | Buy |
41,629
+6,105
| +17% | +$337K | 1.39% | 28 |
|
|
2016
Q3 | $1.57M | Buy |
35,524
+5,500
| +18% | +$244K | 0.99% | 39 |
|
|
2016
Q2 | $1.42M | Buy |
30,024
+3,500
| +13% | +$166K | 0.88% | 40 |
|
|
2016
Q1 | $1.28M | Sell |
26,524
-8,501
| -24% | -$411K | 0.83% | 42 |
|
|
2015
Q4 | $1.9M | Buy |
35,025
+500
| +1% | +$27.2K | 1.22% | 30 |
|
|
2015
Q3 | $1.77M | Buy |
34,525
+5,800
| +20% | +$298K | 1.2% | 33 |
|
|
2015
Q2 | $1.62M | Buy |
28,725
+165
| +0.6% | +$9.28K | 1.05% | 35 |
|
|
2015
Q1 | $1.55M | Sell |
28,560
-150
| -0.5% | -$8.16K | 0.99% | 35 |
|
|
2014
Q4 | $1.57M | Buy |
28,710
+1,180
| +4% | +$64.7K | 1.01% | 34 |
|
|
2014
Q3 | $1.43M | Buy |
27,530
+3,400
| +14% | +$176K | 0.95% | 38 |
|
|
2014
Q2 | $1.27M | Buy |
24,130
+800
| +3% | +$42.1K | 0.82% | 45 |
|
|
2014
Q1 | $1.16M | Buy |
23,330
+3,300
| +16% | +$164K | 0.82% | 42 |
|
|
2013
Q4 | $910K | Buy |
20,030
+2,100
| +12% | +$95.4K | 0.65% | 53 |
|
|
2013
Q3 | $741K | Buy |
+17,930
| New | +$741K | 0.55% | 57 |
|