Nelson Capital Management’s WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat WFC.PRN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-300
| Closed | -$7K | – | 308 |
|
2019
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 267 |
|
2015
Q4 | – | Sell |
-5,000
| Closed | -$121K | – | 276 |
|
2015
Q3 | $121K | Hold |
5,000
| – | – | 0.05% | 78 |
|
2015
Q2 | $116K | Hold |
5,000
| – | – | 0.04% | 89 |
|
2015
Q1 | $123K | Hold |
5,000
| – | – | 0.04% | 86 |
|
2014
Q4 | $116K | Hold |
5,000
| – | – | 0.04% | 91 |
|
2014
Q3 | $114K | Hold |
5,000
| – | – | 0.04% | 91 |
|
2014
Q2 | $115K | Hold |
5,000
| – | – | 0.05% | 87 |
|
2014
Q1 | $106K | Hold |
5,000
| – | – | 0.05% | 88 |
|
2013
Q4 | $100K | Hold |
5,000
| – | – | 0.04% | 95 |
|
2013
Q3 | $105K | Hold |
5,000
| – | – | 0.05% | 88 |
|
2013
Q2 | $117K | Buy |
+5,000
| New | +$117K | 0.06% | 80 |
|