OFI Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $8.49M | Sell |
165,327
-2,374
| -1% | -$122K | 0.55% | 20 |
|
|
2015
Q2 | $9.43M | Sell |
167,701
-1,969
| -1% | -$111K | 0.55% | 20 |
|
|
2015
Q1 | $9.23M | Sell |
169,670
-684
| -0.4% | -$37.2K | 0.55% | 22 |
|
|
2014
Q4 | $9.34M | Buy |
170,354
+2,119
| +1% | +$116K | 0.6% | 20 |
|
|
2014
Q3 | $8.73M | Buy |
168,235
+2,607
| +2% | +$135K | 0.62% | 20 |
|
|
2014
Q2 | $8.71M | Sell |
165,628
-5,421
| -3% | -$285K | 0.62% | 18 |
|
|
2014
Q1 | $8.51M | Sell |
171,049
-7,005
| -4% | -$348K | 0.66% | 19 |
|
|
2013
Q4 | $8.08M | Buy |
178,054
+3,688
| +2% | +$167K | 0.66% | 19 |
|
|
2013
Q3 | $7.21M | Sell |
174,366
-8,519
| -5% | -$352K | 0.69% | 17 |
|
|
2013
Q2 | $7.55M | Buy |
+182,885
| New | +$7.55M | 0.78% | 15 |
|