Patten Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,100
| Closed | -$51K | – | 539 |
|
|
2018
Q4 | $51K | Hold |
1,100
| – | – | 0.02% | 280 |
|
|
2018
Q3 | $58K | Hold |
1,100
| – | – | 0.02% | 303 |
|
|
2018
Q2 | $61K | Hold |
1,100
| – | – | 0.02% | 300 |
|
|
2018
Q1 | $58K | Hold |
1,100
| – | – | 0.02% | 307 |
|
|
2017
Q4 | $67K | Hold |
1,100
| – | – | 0.03% | 305 |
|
|
2017
Q3 | $61K | Hold |
1,100
| – | – | 0.02% | 307 |
|
|
2017
Q2 | $58K | Hold |
1,100
| – | – | 0.02% | 309 |
|
|
2017
Q1 | $60K | Hold |
1,100
| – | – | 0.03% | 294 |
|
|
2016
Q4 | $62K | Sell |
1,100
-125
| -10% | -$7.05K | 0.03% | 289 |
|
|
2016
Q3 | $55.4K | Sell |
1,225
-6,916
| -85% | -$313K | 0.03% | 303 |
|
|
2016
Q2 | $385K | Buy |
8,141
+810
| +11% | +$38.3K | 0.18% | 119 |
|
|
2016
Q1 | $355K | Sell |
7,331
-165
| -2% | -$7.98K | 0.17% | 127 |
|
|
2015
Q4 | $407K | Buy |
7,496
+85
| +1% | +$4.62K | 0.2% | 111 |
|
|
2015
Q3 | $381K | Buy |
7,411
+30
| +0.4% | +$1.54K | 0.2% | 113 |
|
|
2015
Q2 | $415K | Buy |
7,381
+530
| +8% | +$29.8K | 0.2% | 110 |
|
|
2015
Q1 | $373K | Buy |
6,851
+974
| +17% | +$53K | 0.19% | 121 |
|
|
2014
Q4 | $322K | Buy |
+5,877
| New | +$322K | 0.16% | 137 |
|