Loudon Investment 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
Q3
Sell
-31,025
Closed -$794K 81
2020
Q2
$794K Buy
31,025
+475
+2% +$12.2K 0.69% 39
2020
Q1
$877K Sell
30,550
-561
-2% -$16.1K 0.92% 37
2019
Q4
$1.67M Buy
31,111
+100
+0.3% +$5.38K 1.3% 28
2019
Q3
$1.56M Buy
31,011
+4,465
+17% +$225K 1.32% 28
2019
Q2
$1.26M Hold
26,546
1.07% 37
2019
Q1
$1.28M Hold
26,546
1.13% 34
2018
Q4
$1.22M Hold
26,546
1.16% 29
2018
Q3
$1.4M Hold
26,546
1.12% 34
2018
Q2
$1.47M Hold
26,546
1.18% 32
2018
Q1
$1.39M Hold
26,546
1.11% 38
2017
Q4
$1.61M Hold
26,546
1.22% 33
2017
Q3
$1.46M Sell
26,546
-1,750
-6% -$96.5K 1.15% 35
2017
Q2
$1.57M Hold
28,296
1.19% 33
2017
Q1
$1.58M Buy
28,296
+2,200
+8% +$122K 1.2% 32
2016
Q4
$1.44M Hold
26,096
1.12% 33
2016
Q3
$1.16M Buy
26,096
+52
+0.2% +$2.3K 0.9% 36
2016
Q2
$1.23M Hold
26,044
0.98% 35
2016
Q1
$1.26M Buy
26,044
+249
+1% +$12K 1.01% 33
2015
Q4
$1.4M Hold
25,795
1.13% 31
2015
Q3
$1.33M Sell
25,795
-13
-0.1% -$668 1.14% 31
2015
Q2
$1.45M Buy
25,808
+500
+2% +$28.1K 1.1% 32
2015
Q1
$1.38M Buy
25,308
+748
+3% +$40.7K 1.04% 34
2014
Q4
$1.35M Hold
24,560
1.01% 33
2014
Q3
$1.27M Hold
24,560
0.91% 38
2014
Q2
$1.29M Sell
24,560
-180
-0.7% -$9.46K 0.89% 38
2014
Q1
$1.23M Hold
24,740
0.89% 36
2013
Q4
$1.12M Buy
+24,740
New +$1.12M 0.82% 37