Maryland Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-7,435
| Closed | -$290K | – | 271 |
|
2021
Q1 | $290K | Sell |
7,435
-522
| -7% | -$20.4K | 0.02% | 203 |
|
2020
Q4 | $240K | Sell |
7,957
-4,050
| -34% | -$122K | 0.02% | 206 |
|
2020
Q3 | $282K | Sell |
12,007
-13,356
| -53% | -$314K | 0.02% | 173 |
|
2020
Q2 | $649K | Sell |
25,363
-75,287
| -75% | -$1.93M | 0.06% | 114 |
|
2020
Q1 | $2.89M | Buy |
100,650
+26,199
| +35% | +$752K | 0.34% | 62 |
|
2019
Q4 | $4.01M | Sell |
74,451
-506
| -0.7% | -$27.2K | 0.43% | 55 |
|
2019
Q3 | $3.78M | Buy |
74,957
+5,416
| +8% | +$273K | 0.43% | 55 |
|
2019
Q2 | $3.29M | Buy |
69,541
+9,091
| +15% | +$430K | 0.39% | 61 |
|
2019
Q1 | $2.92M | Buy |
60,450
+8,177
| +16% | +$395K | 0.36% | 62 |
|
2018
Q4 | $2.41M | Buy |
52,273
+4,805
| +10% | +$221K | 0.35% | 62 |
|
2018
Q3 | $2.5M | Buy |
47,468
+245
| +0.5% | +$12.9K | 0.33% | 63 |
|
2018
Q2 | $2.62M | Sell |
47,223
-16
| -0% | -$887 | 0.36% | 59 |
|
2018
Q1 | $2.48M | Buy |
47,239
+2,010
| +4% | +$105K | 0.36% | 59 |
|
2017
Q4 | $2.74M | Buy |
45,229
+997
| +2% | +$60.5K | 0.41% | 54 |
|
2017
Q3 | $2.44M | Sell |
44,232
-4,672
| -10% | -$258K | 0.38% | 60 |
|
2017
Q2 | $2.71M | Buy |
48,904
+1,102
| +2% | +$61K | 0.39% | 55 |
|
2017
Q1 | $2.66M | Buy |
47,802
+1,419
| +3% | +$79K | 0.4% | 56 |
|
2016
Q4 | $2.56M | Sell |
46,383
-3,387
| -7% | -$187K | 0.39% | 55 |
|
2016
Q3 | $2.2M | Buy |
49,770
+14,081
| +39% | +$624K | 0.33% | 56 |
|
2016
Q2 | $1.69M | Buy |
35,689
+8,928
| +33% | +$423K | 0.27% | 63 |
|
2016
Q1 | $1.29M | Buy |
26,761
+4,005
| +18% | +$194K | 0.19% | 68 |
|
2015
Q4 | $1.24M | Buy |
22,756
+625
| +3% | +$34K | 0.18% | 70 |
|
2015
Q3 | $1.14M | Sell |
22,131
-309
| -1% | -$15.9K | 0.19% | 74 |
|
2015
Q2 | $1.26M | Buy |
22,440
+1,380
| +7% | +$77.6K | 0.2% | 71 |
|
2015
Q1 | $1.15M | Sell |
21,060
-307
| -1% | -$16.7K | 0.18% | 78 |
|
2014
Q4 | $1.17M | Sell |
21,367
-2,058
| -9% | -$113K | 0.19% | 77 |
|
2014
Q3 | $1.22M | Buy |
23,425
+300
| +1% | +$15.6K | 0.21% | 73 |
|
2014
Q2 | $1.22M | Sell |
23,125
-155
| -0.7% | -$8.14K | 0.21% | 75 |
|
2014
Q1 | $1.16M | Buy |
23,280
+1,239
| +6% | +$61.6K | 0.21% | 77 |
|
2013
Q4 | $1M | Sell |
22,041
-5,509
| -20% | -$250K | 0.16% | 91 |
|
2013
Q3 | $1.14M | Buy |
27,550
+575
| +2% | +$23.8K | 0.18% | 85 |
|
2013
Q2 | $1.11M | Buy |
+26,975
| New | +$1.11M | 0.19% | 86 |
|