Lodestar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.37M | Sell |
28,848
-1,003
| -3% | -$47.5K | 0.14% | 84 |
|
|
2019
Q1 | $1.44M | Sell |
29,851
-1,650
| -5% | -$79.7K | 0.15% | 77 |
|
|
2018
Q4 | $1.45M | Sell |
31,501
-500
| -2% | -$23K | 0.18% | 73 |
|
|
2018
Q3 | $1.68M | Sell |
32,001
-775
| -2% | -$40.7K | 0.18% | 73 |
|
|
2018
Q2 | $1.82M | Sell |
32,776
-3,853
| -11% | -$214K | 0.21% | 69 |
|
|
2018
Q1 | $1.92M | Buy |
36,629
+415
| +1% | +$21.8K | 0.22% | 64 |
|
|
2017
Q4 | $2.2M | Sell |
36,214
-109
| -0.3% | -$6.61K | 0.25% | 65 |
|
|
2017
Q3 | $2M | Buy |
36,323
+25
| +0.1% | +$1.38K | 0.25% | 64 |
|
|
2017
Q2 | $2.01M | Sell |
36,298
-352
| -1% | -$19.5K | 0.26% | 61 |
|
|
2017
Q1 | $2.04M | Buy |
36,650
+1,302
| +4% | +$72.5K | 0.27% | 62 |
|
|
2016
Q4 | $1.95M | Sell |
35,348
-749
| -2% | -$41.3K | 0.26% | 61 |
|
|
2016
Q3 | $1.6M | Buy |
36,097
+1,125
| +3% | +$49.8K | 0.22% | 62 |
|
|
2016
Q2 | $1.66M | Buy |
34,972
+11,043
| +46% | +$523K | 0.24% | 62 |
|
|
2016
Q1 | $1.16M | Buy |
23,929
+12,574
| +111% | +$608K | 0.17% | 71 |
|
|
2015
Q4 | $617K | Hold |
11,355
| – | – | 0.1% | 92 |
|
|
2015
Q3 | $583K | Buy |
11,355
+2,230
| +24% | +$114K | 0.1% | 93 |
|
|
2015
Q2 | $513K | Sell |
9,125
-175
| -2% | -$9.84K | 0.08% | 100 |
|
|
2015
Q1 | $506K | Buy |
9,300
+851
| +10% | +$46.3K | 0.08% | 100 |
|
|
2014
Q4 | $463K | Sell |
8,449
-700
| -8% | -$38.4K | 0.13% | 75 |
|
|
2014
Q3 | $475K | Hold |
9,149
| – | – | 0.15% | 74 |
|
|
2014
Q2 | $481K | Buy |
9,149
+500
| +6% | +$26.3K | 0.14% | 75 |
|
|
2014
Q1 | $430K | Buy |
+8,649
| New | +$430K | 0.13% | 80 |
|