PC
Palo Capital’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.87M | Buy |
40,543
+15
| +0% | +$691 | 0.79% | 53 |
|
|
2018
Q3 | $2.13M | Sell |
40,528
-4,746
| -10% | -$249K | 0.77% | 52 |
|
|
2018
Q2 | $2.51M | Sell |
45,274
-1,548
| -3% | -$85.8K | 0.91% | 40 |
|
|
2018
Q1 | $2.45M | Buy |
46,822
+1,867
| +4% | +$97.9K | 0.89% | 42 |
|
|
2017
Q4 | $2.73M | Buy |
44,955
+3,424
| +8% | +$208K | 1.22% | 33 |
|
|
2017
Q3 | $2.29M | Sell |
41,531
-1,040
| -2% | -$57.3K | 1.21% | 30 |
|
|
2017
Q2 | $2.36M | Buy |
42,571
+538
| +1% | +$29.8K | 1.33% | 25 |
|
|
2017
Q1 | $2.34M | Buy |
42,033
+15,756
| +60% | +$877K | 1.38% | 22 |
|
|
2016
Q4 | $1.45M | Buy |
26,277
+3,581
| +16% | +$197K | 0.91% | 53 |
|
|
2016
Q3 | $1.01M | Sell |
22,696
-19,764
| -47% | -$875K | 0.7% | 59 |
|
|
2016
Q2 | $2.01M | Buy |
42,460
+22,235
| +110% | +$1.05M | 0.69% | 60 |
|
|
2016
Q1 | $978K | Sell |
20,225
-4,525
| -18% | -$219K | 0.77% | 57 |
|
|
2015
Q4 | $1.35M | Sell |
24,750
-590
| -2% | -$32.1K | 1.22% | 21 |
|
|
2015
Q3 | $1.3M | Buy |
25,340
+10
| +0% | +$513 | 1.13% | 26 |
|
|
2015
Q2 | $1.43M | Buy |
25,330
+445
| +2% | +$25K | 1.12% | 24 |
|
|
2015
Q1 | $1.35M | Sell |
24,885
-44
| -0.2% | -$2.39K | 1.1% | 32 |
|
|
2014
Q4 | $1.37M | Buy |
+24,929
| New | +$1.37M | 1.15% | 30 |
|