LPL Financial’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,316
| Closed | -$218K | – | 3328 |
|
|
2018
Q3 | $218K | Hold |
11,316
| – | – | ﹤0.01% | 2926 |
|
|
2018
Q2 | $249K | Hold |
11,316
| – | – | ﹤0.01% | 2794 |
|
|
2018
Q1 | $217K | Hold |
11,316
| – | – | ﹤0.01% | 2880 |
|
|
2017
Q4 | $311K | Hold |
11,316
| – | – | ﹤0.01% | 2447 |
|
|
2017
Q3 | $244K | Hold |
11,316
| – | – | ﹤0.01% | 2513 |
|
|
2017
Q2 | $251K | Hold |
11,316
| – | – | ﹤0.01% | 2419 |
|
|
2017
Q1 | $249K | Hold |
11,316
| – | – | ﹤0.01% | 2342 |
|
|
2016
Q4 | $251K | Buy |
11,316
+327
| +3% | +$7.25K | ﹤0.01% | 2314 |
|
|
2016
Q3 | $136K | Hold |
10,989
| – | – | ﹤0.01% | 2484 |
|
|
2016
Q2 | $143K | Sell |
10,989
-10,989
| -50% | -$143K | ﹤0.01% | 2455 |
|
|
2016
Q1 | $335K | Buy |
21,978
+6,166
| +39% | +$94K | ﹤0.01% | 2430 |
|
|
2015
Q4 | $302K | Buy |
+15,812
| New | +$302K | ﹤0.01% | 2533 |
|
|
2014
Q1 | – | Sell |
-12,236
| Closed | -$195K | – | 2769 |
|
|
2013
Q4 | $195K | Hold |
12,236
| – | – | ﹤0.01% | 2446 |
|
|
2013
Q3 | $176K | Buy |
12,236
+330
| +3% | +$4.75K | ﹤0.01% | 2363 |
|
|
2013
Q2 | $163K | Buy |
+11,906
| New | +$163K | ﹤0.01% | 2261 |
|