Midwest Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $8.2M | Sell |
148,718
-5,698
| -4% | -$314K | 6.75% | 2 |
|
|
2017
Q2 | $8.56M | Buy |
154,416
+45
| +0% | +$2.49K | 7.21% | 2 |
|
|
2017
Q1 | $8.59M | Sell |
154,371
-3,538
| -2% | -$197K | 7.33% | 2 |
|
|
2016
Q4 | $8.7M | Sell |
157,909
-2,609
| -2% | -$144K | 7.47% | 2 |
|
|
2016
Q3 | $7.11M | Sell |
160,518
-2,720
| -2% | -$120K | 6.17% | 2 |
|
|
2016
Q2 | $7.73M | Buy |
163,238
+6,328
| +4% | +$300K | 6.3% | 2 |
|
|
2016
Q1 | $7.59M | Buy |
156,910
+420
| +0.3% | +$20.3K | 6.12% | 2 |
|
|
2015
Q4 | $8.51M | Sell |
156,490
-415
| -0.3% | -$22.6K | 7.23% | 2 |
|
|
2015
Q3 | $8.06M | Sell |
156,905
-1,025
| -0.6% | -$52.6K | 6.85% | 2 |
|
|
2015
Q2 | $8.88M | Sell |
157,930
-1,305
| -0.8% | -$73.4K | 6.83% | 2 |
|
|
2015
Q1 | $8.66M | Sell |
159,235
-1,075
| -0.7% | -$58.5K | 6.58% | 2 |
|
|
2014
Q4 | $8.79M | Buy |
160,310
+2,535
| +2% | +$139K | 6.38% | 2 |
|
|
2014
Q3 | $8.18M | Sell |
157,775
-1,390
| -0.9% | -$72.1K | 6.1% | 2 |
|
|
2014
Q2 | $8.37M | Sell |
159,165
-4,370
| -3% | -$230K | 6.1% | 2 |
|
|
2014
Q1 | $8.13M | Sell |
163,535
-2,181
| -1% | -$108K | 6.08% | 2 |
|
|
2013
Q4 | $7.52M | Sell |
165,716
-8,632
| -5% | -$392K | 5.61% | 2 |
|
|
2013
Q3 | $7.2M | Buy |
174,348
+59,710
| +52% | +$2.47M | 6.05% | 2 |
|
|
2013
Q2 | $4.73M | Buy |
+114,638
| New | +$4.73M | 4.81% | 1 |
|