Mid Atlantic Financial 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
Q3 | $614K | Buy |
13,230
+314
| +2% | +$14.6K | 0.04% | 397 |
|
|
2021
Q2 | $585K | Sell |
12,916
-338
| -3% | -$15.3K | 0.04% | 415 |
|
|
2021
Q1 | $518K | Sell |
13,254
-122
| -0.9% | -$4.77K | 0.04% | 419 |
|
|
2020
Q4 | $404K | Sell |
13,376
-3,002
| -18% | -$90.7K | 0.03% | 456 |
|
|
2020
Q3 | $397K | Sell |
16,378
-9,305
| -36% | -$226K | 0.03% | 423 |
|
|
2020
Q2 | $657K | Sell |
25,683
-2,533
| -9% | -$64.8K | 0.06% | 267 |
|
|
2020
Q1 | $810K | Buy |
28,216
+1,226
| +5% | +$35.2K | 0.09% | 203 |
|
|
2019
Q4 | $1.45M | Buy |
26,990
+2,426
| +10% | +$131K | 0.14% | 143 |
|
|
2019
Q3 | $1.24M | Buy |
24,564
+1,567
| +7% | +$79K | 0.13% | 141 |
|
|
2019
Q2 | $1.09M | Sell |
22,997
-1,725
| -7% | -$81.6K | 0.11% | 176 |
|
|
2019
Q1 | $1.2M | Buy |
24,722
+652
| +3% | +$31.5K | 0.13% | 146 |
|
|
2018
Q4 | $1.11M | Buy |
+24,070
| New | +$1.11M | 0.14% | 142 |
|