National Investment Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-52,845
| Closed | -$2.93M | – | 78 |
|
|
2018
Q2 | $2.93M | Sell |
52,845
-388
| -0.7% | -$21.5K | 2.73% | 6 |
|
|
2018
Q1 | $2.79M | Sell |
53,233
-1,599
| -3% | -$83.8K | 2.6% | 9 |
|
|
2017
Q4 | $3.33M | Buy |
54,832
+16,278
| +42% | +$988K | 3.2% | 3 |
|
|
2017
Q3 | $2.13M | Sell |
38,554
-81
| -0.2% | -$4.47K | 2.18% | 21 |
|
|
2017
Q2 | $2.14M | Sell |
38,635
-2,468
| -6% | -$137K | 2.25% | 20 |
|
|
2017
Q1 | $2.29M | Sell |
41,103
-1,268
| -3% | -$70.6K | 2.29% | 19 |
|
|
2016
Q4 | $2.34M | Sell |
42,371
-27,248
| -39% | -$1.5M | 2.58% | 18 |
|
|
2016
Q3 | $3.08M | Sell |
69,619
-1,862
| -3% | -$82.5K | 3.48% | 5 |
|
|
2016
Q2 | $3.38M | Buy |
71,481
+23,685
| +50% | +$1.12M | 3.86% | 3 |
|
|
2016
Q1 | $2.31M | Sell |
47,796
-1,171
| -2% | -$56.6K | 2.67% | 20 |
|
|
2015
Q4 | $2.66M | Sell |
48,967
-654
| -1% | -$35.6K | 3.02% | 13 |
|
|
2015
Q3 | $2.55M | Sell |
49,621
-1,855
| -4% | -$95.3K | 3.01% | 13 |
|
|
2015
Q2 | $2.9M | Sell |
51,476
-3,350
| -6% | -$188K | 3.03% | 14 |
|
|
2015
Q1 | $2.98M | Buy |
54,826
+49,457
| +921% | +$2.69M | 3.03% | 14 |
|
|
2014
Q4 | $294K | Sell |
5,369
-78,052
| -94% | -$4.27M | 2.79% | 19 |
|
|
2014
Q3 | $4.33M | Hold |
83,421
| – | – | 3.54% | 3 |
|
|
2014
Q2 | $4.39M | Buy |
83,421
+27,178
| +48% | +$1.43M | 3.57% | 1 |
|
|
2014
Q1 | $2.8M | Buy |
56,243
+73
| +0.1% | +$3.63K | 2.41% | 14 |
|
|
2013
Q4 | $2.55M | Hold |
56,170
| – | – | 1.99% | 16 |
|
|
2013
Q3 | $2.32M | Hold |
56,170
| – | – | 1.82% | 18 |
|
|
2013
Q2 | $2.32M | Buy |
+56,170
| New | +$2.32M | 1.91% | 15 |
|