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 |
|