Midas Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $2.13M | Hold |
45,000
| – | – | 0.92% | 58 |
|
|
2019
Q1 | $2.17M | Buy |
45,000
+8,000
| +22% | +$386K | 0.93% | 57 |
|
|
2018
Q4 | $1.71M | Hold |
37,000
| – | – | 0.82% | 64 |
|
|
2018
Q3 | $1.95M | Hold |
37,000
| – | – | 0.87% | 65 |
|
|
2018
Q2 | $2.05M | Buy |
+37,000
| New | +$2.05M | 0.97% | 54 |
|
|
2016
Q2 | – | Sell |
-42,000
| Closed | -$2.03M | – | 177 |
|
|
2016
Q1 | $2.03M | Hold |
42,000
| – | – | 1.05% | 17 |
|
|
2015
Q4 | $2.28M | Hold |
42,000
| – | – | 1.36% | 14 |
|
|
2015
Q3 | $2.16M | Hold |
42,000
| – | – | 1.39% | 14 |
|
|
2015
Q2 | $2.36M | Hold |
42,000
| – | – | 1.27% | 15 |
|
|
2015
Q1 | $2.28M | Hold |
42,000
| – | – | 1.14% | 18 |
|
|
2014
Q4 | $2.3M | Hold |
42,000
| – | – | 1.2% | 14 |
|
|
2014
Q3 | $2.18M | Buy |
42,000
+12,000
| +40% | +$622K | 1.21% | 13 |
|
|
2014
Q2 | $1.58M | Sell |
30,000
-12,000
| -29% | -$631K | 1.02% | 43 |
|
|
2014
Q1 | $2.09M | Sell |
42,000
-6,140
| -13% | -$305K | 0.97% | 26 |
|
|
2013
Q4 | $2.19M | Hold |
48,140
| – | – | 1.03% | 20 |
|
|
2013
Q3 | $1.99M | Hold |
48,140
| – | – | 1.27% | 14 |
|
|
2013
Q2 | $1.99M | Buy |
+48,140
| New | +$1.99M | 1.32% | 12 |
|