Palouse 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 | – | Sell |
-65,578
| Closed | -$2.97M | – | 102 |
|
|
2021
Q2 | $2.97M | Sell |
65,578
-880
| -1% | -$39.9K | 1.3% | 37 |
|
|
2021
Q1 | $2.6M | Sell |
66,458
-2,631
| -4% | -$103K | 1.15% | 40 |
|
|
2020
Q4 | $2.09M | Sell |
69,089
-11,294
| -14% | -$341K | 1.1% | 42 |
|
|
2020
Q3 | $1.89M | Sell |
80,383
-13,682
| -15% | -$322K | 1.06% | 42 |
|
|
2020
Q2 | $2.41M | Sell |
94,065
-3,759
| -4% | -$96.2K | 1.27% | 35 |
|
|
2020
Q1 | $2.81M | Sell |
97,824
-2,142
| -2% | -$61.5K | 1.66% | 30 |
|
|
2019
Q4 | $5.38M | Sell |
99,966
-41,193
| -29% | -$2.22M | 2.04% | 21 |
|
|
2019
Q3 | $7.12M | Sell |
141,159
-2,640
| -2% | -$133K | 2.64% | 7 |
|
|
2019
Q2 | $6.81M | Sell |
143,799
-2,200
| -2% | -$104K | 2.45% | 9 |
|
|
2019
Q1 | $7.06M | Buy |
145,999
+4,020
| +3% | +$194K | 2.71% | 4 |
|
|
2018
Q4 | $6.54M | Sell |
141,979
-585
| -0.4% | -$27K | 2.59% | 3 |
|
|
2018
Q3 | $7.49M | Sell |
142,564
-2,105
| -1% | -$111K | 2.62% | 5 |
|
|
2018
Q2 | $8.02M | Buy |
144,669
+4,990
| +4% | +$277K | 2.72% | 3 |
|
|
2018
Q1 | $7.32M | Sell |
139,679
-927
| -0.7% | -$48.6K | 2.44% | 5 |
|
|
2017
Q4 | $8.53M | Sell |
140,606
-1,855
| -1% | -$113K | 2.88% | 3 |
|
|
2017
Q3 | $7.86M | Sell |
142,461
-1,240
| -0.9% | -$68.4K | 2.63% | 3 |
|
|
2017
Q2 | $7.96M | Sell |
143,701
-985
| -0.7% | -$54.6K | 2.9% | 4 |
|
|
2017
Q1 | $8.05M | Buy |
144,686
+3,201
| +2% | +$178K | 3.06% | 3 |
|
|
2016
Q4 | $7.8M | Buy |
141,485
+31,954
| +29% | +$1.76M | 3.19% | 3 |
|
|
2016
Q3 | $4.85M | Sell |
109,531
-1,038
| -0.9% | -$46K | 2.06% | 15 |
|
|
2016
Q2 | $5.23M | Buy |
+110,569
| New | +$5.23M | 2.13% | 13 |
|