Madison Investment Holdings’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $423K | Sell |
8,394
-65
| -0.8% | -$3.28K | 0.01% | 265 |
|
2019
Q2 | $400K | Sell |
8,459
-398,118
| -98% | -$18.8M | 0.01% | 206 |
|
2019
Q1 | $19.6M | Buy |
406,577
+28,803
| +8% | +$1.39M | 0.36% | 96 |
|
2018
Q4 | $17.4M | Sell |
377,774
-8,225
| -2% | -$379K | 0.35% | 103 |
|
2018
Q3 | $20.3M | Buy |
385,999
+58,733
| +18% | +$3.09M | 0.35% | 100 |
|
2018
Q2 | $18.1M | Sell |
327,266
-6,136
| -2% | -$340K | 0.32% | 103 |
|
2018
Q1 | $17.5M | Buy |
333,402
+113,240
| +51% | +$5.94M | 0.31% | 105 |
|
2017
Q4 | $13.4M | Buy |
220,162
+58,375
| +36% | +$3.54M | 0.23% | 128 |
|
2017
Q3 | $8.92M | Sell |
161,787
-3,740
| -2% | -$206K | 0.16% | 146 |
|
2017
Q2 | $9.17M | Buy |
165,527
+335
| +0.2% | +$18.6K | 0.17% | 145 |
|
2017
Q1 | $9.2M | Sell |
165,192
-71,910
| -30% | -$4M | 0.17% | 143 |
|
2016
Q4 | $13.1M | Sell |
237,102
-179,617
| -43% | -$9.9M | 0.25% | 121 |
|
2016
Q3 | $18.5M | Sell |
416,719
-217,770
| -34% | -$9.64M | 0.36% | 94 |
|
2016
Q2 | $30M | Buy |
634,489
+8,170
| +1% | +$387K | 0.62% | 57 |
|
2016
Q1 | $30.3M | Sell |
626,319
-83,857
| -12% | -$4.06M | 0.64% | 58 |
|
2015
Q4 | $38.6M | Sell |
710,176
-35,790
| -5% | -$1.95M | 0.84% | 39 |
|
2015
Q3 | $38.3M | Buy |
745,966
+85,848
| +13% | +$4.41M | 0.84% | 34 |
|
2015
Q2 | $37.1M | Buy |
660,118
+13,350
| +2% | +$751K | 0.75% | 43 |
|
2015
Q1 | $35.2M | Buy |
646,768
+36,920
| +6% | +$2.01M | 0.69% | 50 |
|
2014
Q4 | $33.4M | Sell |
609,848
-51,740
| -8% | -$2.84M | 0.72% | 49 |
|
2014
Q3 | $34.3M | Sell |
661,588
-30,385
| -4% | -$1.58M | 0.76% | 47 |
|
2014
Q2 | $36.4M | Sell |
691,973
-49,175
| -7% | -$2.58M | 0.75% | 48 |
|
2014
Q1 | $36.9M | Sell |
741,148
-16,777
| -2% | -$834K | 0.7% | 53 |
|
2013
Q4 | $34.4M | Buy |
757,925
+15,390
| +2% | +$699K | 0.67% | 62 |
|
2013
Q3 | $30.7M | Sell |
742,535
-113,908
| -13% | -$4.71M | 0.65% | 64 |
|
2013
Q2 | $35.3M | Buy |
+856,443
| New | +$35.3M | 0.77% | 49 |
|