Old Dominion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $282K | Hold |
6,080
| – | – | 0.06% | 150 |
|
|
2021
Q2 | $275K | Hold |
6,080
| – | – | 0.06% | 153 |
|
|
2021
Q1 | $238K | Buy |
+6,080
| New | +$238K | 0.06% | 158 |
|
|
2020
Q3 | – | Sell |
-23,977
| Closed | -$614K | – | 151 |
|
|
2020
Q2 | $614K | Sell |
23,977
-1,325
| -5% | -$33.9K | 0.19% | 86 |
|
|
2020
Q1 | $726K | Sell |
25,302
-6,575
| -21% | -$189K | 0.3% | 69 |
|
|
2019
Q4 | $1.72M | Sell |
31,877
-730
| -2% | -$39.3K | 0.56% | 55 |
|
|
2019
Q3 | $1.65M | Buy |
32,607
+35
| +0.1% | +$1.77K | 0.55% | 53 |
|
|
2019
Q2 | $1.54M | Sell |
32,572
-200
| -0.6% | -$9.46K | 0.53% | 57 |
|
|
2019
Q1 | $1.59M | Sell |
32,772
-1,775
| -5% | -$86.3K | 0.54% | 57 |
|
|
2018
Q4 | $1.59M | Sell |
34,547
-650
| -2% | -$30K | 0.58% | 53 |
|
|
2018
Q3 | $1.85M | Buy |
+35,197
| New | +$1.85M | 0.56% | 54 |
|
|
2017
Q3 | – | Sell |
-13,374
| Closed | -$741K | – | 57 |
|
|
2017
Q2 | $741K | Buy |
13,374
+164
| +1% | +$9.09K | 0.77% | 34 |
|
|
2017
Q1 | $735K | Buy |
+13,210
| New | +$735K | 0.81% | 32 |
|