Peachtree Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $313K | Buy |
6,790
+46
| +0.7% | +$2.12K | 0.24% | 62 |
|
|
2018
Q3 | $354K | Hold |
6,744
| – | – | 0.24% | 63 |
|
|
2018
Q2 | $374K | Hold |
6,744
| – | – | 0.27% | 58 |
|
|
2018
Q1 | $353K | Hold |
6,744
| – | – | 0.27% | 61 |
|
|
2017
Q4 | $409K | Hold |
6,744
| – | – | 0.31% | 62 |
|
|
2017
Q3 | $372K | Sell |
6,744
-700
| -9% | -$38.6K | 0.32% | 63 |
|
|
2017
Q2 | $412K | Hold |
7,444
| – | – | 0.35% | 60 |
|
|
2017
Q1 | $414K | Buy |
7,444
+100
| +1% | +$5.56K | 0.38% | 58 |
|
|
2016
Q4 | $405K | Hold |
7,344
| – | – | 0.4% | 60 |
|
|
2016
Q3 | $325K | Hold |
7,344
| – | – | 0.32% | 70 |
|
|
2016
Q2 | $348K | Hold |
7,344
| – | – | 0.35% | 69 |
|
|
2016
Q1 | $355K | Hold |
7,344
| – | – | 0.36% | 69 |
|
|
2015
Q4 | $399K | Hold |
7,344
| – | – | 0.42% | 62 |
|
|
2015
Q3 | $377K | Sell |
7,344
-11,402
| -61% | -$585K | 0.39% | 69 |
|
|
2015
Q2 | $1.05M | Buy |
18,746
+76
| +0.4% | +$4.27K | 0.79% | 36 |
|
|
2015
Q1 | $1.02M | Sell |
18,670
-1,124
| -6% | -$61.2K | 0.73% | 40 |
|
|
2014
Q4 | $1.09M | Sell |
19,794
-1,214
| -6% | -$66.5K | 0.73% | 34 |
|
|
2014
Q3 | $1.09M | Buy |
21,008
+675
| +3% | +$35K | 0.73% | 31 |
|
|
2014
Q2 | $1.07M | Sell |
20,333
-2,744
| -12% | -$144K | 0.71% | 37 |
|
|
2014
Q1 | $1.15M | Buy |
23,077
+70
| +0.3% | +$3.48K | 0.78% | 29 |
|
|
2013
Q4 | $1.05M | Buy |
+23,007
| New | +$1.05M | 0.71% | 34 |
|