Lenox Wealth Management’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 | $16K | Sell |
634
-287
| -31% | -$7.24K | ﹤0.01% | 374 |
|
|
2020
Q1 | $26K | Sell |
921
-700
| -43% | -$19.8K | 0.01% | 306 |
|
|
2019
Q4 | $87K | Buy |
1,621
+275
| +20% | +$14.8K | 0.02% | 233 |
|
|
2019
Q3 | $67K | Buy |
1,346
+40
| +3% | +$1.99K | 0.02% | 241 |
|
|
2019
Q2 | $61K | Sell |
1,306
-358
| -22% | -$16.7K | 0.02% | 232 |
|
|
2019
Q1 | $80K | Buy |
1,664
+358
| +27% | +$17.2K | 0.02% | 203 |
|
|
2018
Q4 | $60K | Sell |
1,306
-112
| -8% | -$5.15K | 0.02% | 202 |
|
|
2018
Q3 | $75K | Sell |
1,418
-61
| -4% | -$3.23K | 0.02% | 213 |
|
|
2018
Q2 | $82K | Buy |
1,479
+80
| +6% | +$4.44K | 0.03% | 186 |
|
|
2018
Q1 | $73K | Buy |
1,399
+20
| +1% | +$1.04K | 0.02% | 184 |
|
|
2017
Q4 | $84K | Hold |
1,379
| – | – | 0.03% | 169 |
|
|
2017
Q3 | $76K | Sell |
1,379
-35
| -2% | -$1.93K | 0.03% | 185 |
|
|
2017
Q2 | $78K | Sell |
1,414
-253
| -15% | -$14K | 0.03% | 174 |
|
|
2017
Q1 | $93K | Sell |
1,667
-1,076
| -39% | -$60K | 0.07% | 61 |
|
|
2016
Q4 | $151K | Sell |
2,743
-404
| -13% | -$22.2K | 0.11% | 43 |
|
|
2016
Q3 | $149K | Hold |
3,147
| – | – | 0.12% | 42 |
|
|
2016
Q2 | $149K | Sell |
3,147
-191
| -6% | -$9.04K | 0.11% | 41 |
|
|
2016
Q1 | $161K | Sell |
3,338
-770
| -19% | -$37.1K | 0.11% | 43 |
|
|
2015
Q4 | $223K | Sell |
4,108
-1,454
| -26% | -$78.9K | 0.17% | 28 |
|
|
2015
Q3 | $286K | Buy |
5,562
+63
| +1% | +$3.24K | 0.23% | 16 |
|
|
2015
Q2 | $309K | Sell |
5,499
-398
| -7% | -$22.4K | 0.23% | 17 |
|
|
2015
Q1 | $321K | Sell |
5,897
-7,007
| -54% | -$381K | 0.22% | 15 |
|
|
2014
Q4 | $687K | Buy |
12,904
+6,381
| +98% | +$340K | 0.45% | 8 |
|
|
2014
Q3 | $338K | Sell |
6,523
-133
| -2% | -$6.89K | 0.23% | 13 |
|
|
2014
Q2 | $350K | Sell |
6,656
-1,290
| -16% | -$67.8K | 0.24% | 14 |
|
|
2014
Q1 | $395K | Sell |
7,946
-932
| -10% | -$46.3K | 0.2% | 17 |
|
|
2013
Q4 | $403K | Buy |
+8,878
| New | +$403K | 0.27% | 18 |
|