Motley Fool Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-104,208
| Closed | -$4.61M | – | 153 |
|
|
2016
Q3 | $4.61M | Buy |
104,208
+6,045
| +6% | +$268K | 0.49% | 64 |
|
|
2016
Q2 | $4.65M | Buy |
98,163
+7,196
| +8% | +$341K | 0.51% | 60 |
|
|
2016
Q1 | $4.4M | Buy |
90,967
+2,282
| +3% | +$110K | 0.52% | 57 |
|
|
2015
Q4 | $4.82M | Buy |
88,685
+2,781
| +3% | +$151K | 0.57% | 54 |
|
|
2015
Q3 | $4.41M | Buy |
85,904
+8,989
| +12% | +$462K | 0.57% | 52 |
|
|
2015
Q2 | $4.33M | Buy |
76,915
+17,467
| +29% | +$982K | 0.69% | 42 |
|
|
2015
Q1 | $3.23M | Buy |
59,448
+13,305
| +29% | +$724K | 0.67% | 48 |
|
|
2014
Q4 | $2.53M | Buy |
+46,143
| New | +$2.53M | 1.48% | 25 |
|