Lehman Financial Resources’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $396K | Hold |
7,540
| – | – | 0.19% | 59 |
|
|
2018
Q2 | $418K | Hold |
7,540
| – | – | 0.21% | 53 |
|
|
2018
Q1 | $395K | Buy |
7,540
+900
| +14% | +$47.1K | 0.2% | 53 |
|
|
2017
Q4 | $402K | Buy |
6,640
+1,040
| +19% | +$63K | 0.21% | 54 |
|
|
2017
Q3 | $308K | Hold |
5,600
| – | – | 0.16% | 53 |
|
|
2017
Q2 | $312K | Sell |
5,600
-3
| -0.1% | -$167 | 0.18% | 48 |
|
|
2017
Q1 | $311K | Sell |
5,603
-500
| -8% | -$27.8K | 0.17% | 47 |
|
|
2016
Q4 | $336K | Buy |
6,103
+200
| +3% | +$11K | 0.19% | 46 |
|
|
2016
Q3 | $261K | Buy |
5,903
+3
| +0.1% | +$133 | 0.15% | 48 |
|
|
2016
Q2 | $279K | Hold |
5,900
| – | – | 0.14% | 49 |
|
|
2016
Q1 | $285K | Buy |
+5,900
| New | +$285K | 0.15% | 52 |
|
|
2015
Q4 | – | Sell |
-2,600
| Closed | -$133K | – | 352 |
|
|
2015
Q3 | $133K | Sell |
2,600
-300
| -10% | -$15.3K | 0.07% | 73 |
|
|
2015
Q2 | $163K | Buy |
2,900
+100
| +4% | +$5.62K | 0.08% | 64 |
|
|
2015
Q1 | $152K | Buy |
2,800
+2,400
| +600% | +$130K | 0.07% | 73 |
|
|
2014
Q4 | $22K | Sell |
400
-300
| -43% | -$16.5K | 0.01% | 232 |
|
|
2014
Q3 | $36K | Sell |
700
-86,010
| -99% | -$4.42M | 0.02% | 180 |
|
|
2014
Q2 | $4.56M | Buy |
86,710
+1,582
| +2% | +$83.2K | 2.17% | 9 |
|
|
2014
Q1 | $4.23M | Buy |
85,128
+1
| +0% | +$50 | 2.19% | 8 |
|
|
2013
Q4 | $3.87M | Buy |
85,127
+217
| +0.3% | +$9.85K | 2.39% | 8 |
|
|
2013
Q3 | $3.51M | Hold |
84,910
| – | – | 2.25% | 8 |
|
|
2013
Q2 | $3.5M | Buy |
+84,910
| New | +$3.5M | 2.37% | 8 |
|