Partnervest Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $247K | Sell |
10,488
-1,132
| -10% | -$26.7K | 0.08% | 201 |
|
|
2020
Q2 | $297K | Buy |
11,620
+3,453
| +42% | +$88.3K | 0.11% | 147 |
|
|
2020
Q1 | $234K | Buy |
8,167
+2,735
| +50% | +$78.4K | 0.11% | 160 |
|
|
2019
Q4 | $292K | Sell |
5,432
-1,385
| -20% | -$74.5K | 0.11% | 154 |
|
|
2019
Q3 | $344K | Sell |
6,817
-1,458
| -18% | -$73.6K | 0.12% | 149 |
|
|
2019
Q2 | $392K | Buy |
8,275
+408
| +5% | +$19.3K | 0.16% | 114 |
|
|
2019
Q1 | $380K | Sell |
7,867
-7,211
| -48% | -$348K | 0.16% | 120 |
|
|
2018
Q4 | $695K | Sell |
15,078
-2,045
| -12% | -$94.3K | 0.34% | 69 |
|
|
2018
Q3 | $900K | Buy |
17,123
+501
| +3% | +$26.3K | 0.36% | 59 |
|
|
2018
Q2 | $922K | Sell |
16,622
-169
| -1% | -$9.37K | 0.43% | 49 |
|
|
2018
Q1 | $880K | Sell |
16,791
-664
| -4% | -$34.8K | 0.42% | 53 |
|
|
2017
Q4 | $1.06M | Buy |
17,455
+78
| +0.4% | +$4.73K | 0.52% | 40 |
|
|
2017
Q3 | $958K | Sell |
17,377
-917
| -5% | -$50.6K | 0.47% | 39 |
|
|
2017
Q2 | $1.01M | Buy |
18,294
+456
| +3% | +$25.3K | 0.46% | 44 |
|
|
2017
Q1 | $993K | Sell |
17,838
-1,724
| -9% | -$96K | 0.45% | 46 |
|
|
2016
Q4 | $1.08M | Sell |
19,562
-2,042
| -9% | -$113K | 0.5% | 42 |
|
|
2016
Q3 | $957K | Buy |
21,604
+2,062
| +11% | +$91.3K | 0.45% | 42 |
|
|
2016
Q2 | $925K | Buy |
19,542
+1,184
| +6% | +$56K | 0.46% | 35 |
|
|
2016
Q1 | $888K | Buy |
18,358
+5,466
| +42% | +$264K | 0.46% | 35 |
|
|
2015
Q4 | $701K | Buy |
12,892
+363
| +3% | +$19.7K | 0.39% | 52 |
|
|
2015
Q3 | $643K | Sell |
12,529
-3,843
| -23% | -$197K | 0.37% | 54 |
|
|
2015
Q2 | $921K | Buy |
16,372
+606
| +4% | +$34.1K | 0.46% | 41 |
|
|
2015
Q1 | $858K | Buy |
15,766
+3,305
| +27% | +$180K | 0.44% | 41 |
|
|
2014
Q4 | $683K | Sell |
12,461
-2,637
| -17% | -$145K | 0.33% | 55 |
|
|
2014
Q3 | $783K | Buy |
15,098
+568
| +4% | +$29.5K | 0.41% | 45 |
|
|
2014
Q2 | $763K | Buy |
14,530
+334
| +2% | +$17.5K | 0.34% | 45 |
|
|
2014
Q1 | $705K | Buy |
14,196
+3,664
| +35% | +$182K | 0.32% | 42 |
|
|
2013
Q4 | $478K | Sell |
10,532
-703
| -6% | -$31.9K | 0.22% | 71 |
|
|
2013
Q3 | $464K | Buy |
11,235
+2,151
| +24% | +$88.8K | 0.24% | 60 |
|
|
2013
Q2 | $375K | Buy |
+9,084
| New | +$375K | 0.17% | 60 |
|