Paragon Capital Management (Kansas)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-509
| Closed | -$24K | – | 202 |
|
|
2019
Q2 | $24K | Buy |
509
+425
| +506% | +$20K | 0.01% | 123 |
|
|
2019
Q1 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 217 |
|
|
2015
Q2 | – | Sell |
-3,825
| Closed | -$208K | – | 62 |
|
|
2015
Q1 | $208K | Sell |
3,825
-510
| -12% | -$27.7K | 0.08% | 56 |
|
|
2014
Q4 | $237K | Buy |
4,335
+350
| +9% | +$19.1K | 0.08% | 56 |
|
|
2014
Q3 | $206K | Buy |
+3,985
| New | +$206K | 0.08% | 63 |
|