MSI Financial Services’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 | $5.34M | Sell |
96,832
-23,225
| -19% | -$1.28M | 0.17% | 133 |
|
|
2016
Q3 | $5.32M | Sell |
120,057
-24,001
| -17% | -$1.06M | 0.18% | 127 |
|
|
2016
Q2 | $6.82M | Buy |
144,058
+16,681
| +13% | +$789K | 0.24% | 96 |
|
|
2016
Q1 | $6.16M | Buy |
127,377
+20,448
| +19% | +$989K | 0.26% | 93 |
|
|
2015
Q4 | $5.81M | Buy |
106,929
+37,807
| +55% | +$2.06M | 0.26% | 94 |
|
|
2015
Q3 | $3.55M | Buy |
69,122
+6,386
| +10% | +$328K | 0.28% | 76 |
|
|
2015
Q2 | $3.53M | Buy |
62,736
+435
| +0.7% | +$24.5K | 0.25% | 88 |
|
|
2015
Q1 | $3.39M | Buy |
62,301
+13,880
| +29% | +$755K | 0.24% | 98 |
|
|
2014
Q4 | $2.65M | Sell |
48,421
-4,547
| -9% | -$249K | 0.29% | 82 |
|
|
2014
Q3 | $2.75M | Buy |
52,968
+13,951
| +36% | +$724K | 0.33% | 66 |
|
|
2014
Q2 | $2.05M | Buy |
39,017
+4,092
| +12% | +$215K | 0.27% | 89 |
|
|
2014
Q1 | $1.74M | Buy |
34,925
+1,309
| +4% | +$65.1K | 0.25% | 106 |
|
|
2013
Q4 | $1.53M | Buy |
33,616
+5,701
| +20% | +$259K | 0.23% | 106 |
|
|
2013
Q3 | $1.15M | Buy |
27,915
+3,239
| +13% | +$134K | 0.2% | 129 |
|
|
2013
Q2 | $1.02M | Buy |
+24,676
| New | +$1.02M | 0.2% | 118 |
|