Patriot Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,618
| Closed | -$220K | – | 91 |
|
|
2017
Q4 | $220K | Buy |
+3,618
| New | +$220K | 0.03% | 85 |
|
|
2017
Q3 | – | Sell |
-165,590
| Closed | -$9.18M | – | 90 |
|
|
2017
Q2 | $9.18M | Buy |
165,590
+4,717
| +3% | +$261K | 1.54% | 14 |
|
|
2017
Q1 | $8.95M | Buy |
160,873
+6,997
| +5% | +$389K | 1.43% | 15 |
|
|
2016
Q4 | $8.48M | Sell |
153,876
-2,099
| -1% | -$116K | 1.6% | 16 |
|
|
2016
Q3 | $6.91M | Sell |
155,975
-4,842
| -3% | -$214K | 1.33% | 28 |
|
|
2016
Q2 | $7.61M | Buy |
160,817
+4,165
| +3% | +$197K | 1.5% | 19 |
|
|
2016
Q1 | $7.58M | Buy |
156,652
+2,183
| +1% | +$106K | 1.53% | 17 |
|
|
2015
Q4 | $8.4M | Buy |
154,469
+641
| +0.4% | +$34.8K | 1.74% | 17 |
|
|
2015
Q3 | $7.9M | Buy |
153,828
+4,483
| +3% | +$230K | 1.83% | 14 |
|
|
2015
Q2 | $8.4M | Buy |
149,345
+1,507
| +1% | +$84.8K | 1.87% | 13 |
|
|
2015
Q1 | $8.04M | Buy |
147,838
+4,551
| +3% | +$248K | 1.79% | 14 |
|
|
2014
Q4 | $7.86M | Buy |
143,287
+2,947
| +2% | +$162K | 1.84% | 15 |
|
|
2014
Q3 | $7.28M | Buy |
140,340
+3,573
| +3% | +$185K | 1.8% | 17 |
|
|
2014
Q2 | $7.19M | Buy |
136,767
+1,432
| +1% | +$75.3K | 1.82% | 14 |
|
|
2014
Q1 | $6.73M | Buy |
135,335
+3,448
| +3% | +$172K | 1.8% | 17 |
|
|
2013
Q4 | $5.99M | Sell |
131,887
-3,226
| -2% | -$146K | 1.65% | 21 |
|
|
2013
Q3 | $5.58M | Buy |
+135,113
| New | +$5.58M | 1.65% | 22 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 17 |
|