PagnatoKarp Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,011
| Closed | -$259K | – | 152 |
|
|
2020
Q1 | $259K | Buy |
9,011
+1,484
| +20% | +$42.7K | 0.06% | 131 |
|
|
2019
Q4 | $405K | Sell |
7,527
-139
| -2% | -$7.48K | 0.07% | 130 |
|
|
2019
Q3 | $387K | Sell |
7,666
-391
| -5% | -$19.7K | 0.08% | 129 |
|
|
2019
Q2 | $381K | Buy |
+8,057
| New | +$381K | 0.08% | 126 |
|
|
2018
Q1 | – | Sell |
-12,842
| Closed | -$779K | – | 149 |
|
|
2017
Q4 | $779K | Sell |
12,842
-677
| -5% | -$41.1K | 0.23% | 61 |
|
|
2017
Q3 | $745K | Buy |
13,519
+823
| +6% | +$45.4K | 0.19% | 62 |
|
|
2017
Q2 | $704K | Buy |
12,696
+584
| +5% | +$32.4K | 0.21% | 60 |
|
|
2017
Q1 | $674K | Buy |
12,112
+376
| +3% | +$20.9K | 0.19% | 60 |
|
|
2016
Q4 | $647K | Buy |
+11,736
| New | +$647K | 0.19% | 62 |
|