Murphy Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,053
| Closed | -$379K | – | 230 |
|
|
2019
Q4 | $379K | Sell |
7,053
-650
| -8% | -$34.9K | 0.05% | 168 |
|
|
2019
Q3 | $388K | Sell |
7,703
-1,000
| -11% | -$50.4K | 0.06% | 169 |
|
|
2019
Q2 | $411K | Sell |
8,703
-4,876
| -36% | -$230K | 0.06% | 170 |
|
|
2019
Q1 | $656K | Sell |
13,579
-1,930
| -12% | -$93.2K | 0.1% | 145 |
|
|
2018
Q4 | $714K | Sell |
15,509
-1,350
| -8% | -$62.2K | 0.12% | 133 |
|
|
2018
Q3 | $886K | Sell |
16,859
-844
| -5% | -$44.4K | 0.12% | 133 |
|
|
2018
Q2 | $981K | Sell |
17,703
-694
| -4% | -$38.5K | 0.14% | 131 |
|
|
2018
Q1 | $964K | Sell |
18,397
-1,094
| -6% | -$57.3K | 0.14% | 136 |
|
|
2017
Q4 | $1.18M | Sell |
19,491
-494
| -2% | -$30K | 0.16% | 123 |
|
|
2017
Q3 | $1.1M | Sell |
19,985
-5,779
| -22% | -$319K | 0.16% | 129 |
|
|
2017
Q2 | $1.43M | Buy |
25,764
+5,507
| +27% | +$305K | 0.21% | 115 |
|
|
2017
Q1 | $1.13M | Sell |
20,257
-10
| -0% | -$556 | 0.17% | 124 |
|
|
2016
Q4 | $1.12M | Sell |
20,267
-559
| -3% | -$30.8K | 0.18% | 118 |
|
|
2016
Q3 | $922K | Sell |
20,826
-23,904
| -53% | -$1.06M | 0.14% | 138 |
|
|
2016
Q2 | $2.12M | Buy |
44,730
+306
| +0.7% | +$14.5K | 0.33% | 79 |
|
|
2016
Q1 | $2.15M | Buy |
44,424
+1,306
| +3% | +$63.1K | 0.34% | 77 |
|
|
2015
Q4 | $2.34M | Buy |
43,118
+3,526
| +9% | +$192K | 0.36% | 71 |
|
|
2015
Q3 | $2.03M | Buy |
39,592
+5,414
| +16% | +$278K | 0.34% | 79 |
|
|
2015
Q2 | $1.92M | Sell |
34,178
-5,497
| -14% | -$309K | 0.29% | 90 |
|
|
2015
Q1 | $2.16M | Buy |
39,675
+4,350
| +12% | +$237K | 0.32% | 86 |
|
|
2014
Q4 | $1.94M | Buy |
35,325
+2,411
| +7% | +$132K | 0.3% | 95 |
|
|
2014
Q3 | $1.71M | Buy |
32,914
+3,150
| +11% | +$163K | 0.27% | 98 |
|
|
2014
Q2 | $1.56M | Buy |
29,764
+2,928
| +11% | +$154K | 0.25% | 106 |
|
|
2014
Q1 | $1.33M | Sell |
26,836
-350
| -1% | -$17.4K | 0.22% | 116 |
|
|
2013
Q4 | $1.23M | Sell |
27,186
-850
| -3% | -$38.6K | 0.21% | 116 |
|
|
2013
Q3 | $1.16M | Buy |
28,036
+5,600
| +25% | +$231K | 0.22% | 119 |
|
|
2013
Q2 | $925K | Buy |
+22,436
| New | +$925K | 0.19% | 131 |
|