MU Investments Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,280
| Closed | -$78K | – | 154 |
|
|
2017
Q4 | $78K | Sell |
1,280
-500
| -28% | -$30.5K | 0.05% | 33 |
|
|
2017
Q3 | $97K | Sell |
1,780
-150
| -8% | -$8.17K | 0.07% | 31 |
|
|
2017
Q2 | $108K | Sell |
1,930
-550
| -22% | -$30.8K | 0.08% | 36 |
|
|
2017
Q1 | $139K | Sell |
2,480
-570
| -19% | -$31.9K | 0.1% | 37 |
|
|
2016
Q4 | $167K | Sell |
3,050
-1,630
| -35% | -$89.2K | 0.13% | 35 |
|
|
2016
Q3 | $208K | Sell |
4,680
-4,000
| -46% | -$178K | 0.15% | 35 |
|
|
2016
Q2 | $408K | Sell |
8,680
-6,750
| -44% | -$317K | 0.28% | 34 |
|
|
2016
Q1 | $751K | Sell |
15,430
-350
| -2% | -$17K | 0.47% | 30 |
|
|
2015
Q4 | $863K | Sell |
15,780
-9,640
| -38% | -$527K | 0.51% | 32 |
|
|
2015
Q3 | $1.29M | Sell |
25,420
-200
| -0.8% | -$10.2K | 0.7% | 29 |
|
|
2015
Q2 | $1.44M | Sell |
25,620
-700
| -3% | -$39.2K | 0.68% | 31 |
|
|
2015
Q1 | $1.44M | Sell |
26,320
-1,600
| -6% | -$87.7K | 0.67% | 31 |
|
|
2014
Q4 | $1.54M | Sell |
27,920
-100
| -0.4% | -$5.53K | 0.67% | 31 |
|
|
2014
Q3 | $1.45M | Sell |
28,020
-3,840
| -12% | -$198K | 0.71% | 30 |
|
|
2014
Q2 | $1.69M | Sell |
31,860
-4,200
| -12% | -$222K | 0.77% | 28 |
|
|
2014
Q1 | $1.78M | Sell |
36,060
-5,680
| -14% | -$280K | 0.82% | 27 |
|
|
2013
Q4 | $1.9M | Buy |
41,740
+120
| +0.3% | +$5.47K | 0.82% | 29 |
|
|
2013
Q3 | $1.73M | Sell |
41,620
-13,000
| -24% | -$541K | 0.83% | 29 |
|
|
2013
Q2 | $2.27M | Buy |
+54,620
| New | +$2.27M | 0.96% | 27 |
|