Physicians Financial 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
Q1 | – | Sell |
-7,603
| Closed | -$409K | – | 118 |
|
|
2019
Q4 | $409K | Buy |
7,603
+1
| +0% | +$54 | 0.22% | 86 |
|
|
2019
Q3 | $383K | Buy |
7,602
+2
| +0% | +$101 | 0.22% | 85 |
|
|
2019
Q2 | $360K | Sell |
7,600
-725
| -9% | -$34.3K | 0.21% | 90 |
|
|
2019
Q1 | $402K | Buy |
8,325
+726
| +10% | +$35.1K | 0.25% | 86 |
|
|
2018
Q4 | $350K | Buy |
+7,599
| New | +$350K | 0.25% | 86 |
|
|
2018
Q1 | – | Sell |
-13,196
| Closed | -$801K | – | 115 |
|
|
2017
Q4 | $801K | Sell |
13,196
-200
| -1% | -$12.1K | 0.61% | 52 |
|
|
2017
Q3 | $739K | Hold |
13,396
| – | – | 0.6% | 53 |
|
|
2017
Q2 | $742K | Sell |
13,396
-982
| -7% | -$54.4K | 0.63% | 50 |
|
|
2017
Q1 | $800K | Buy |
14,378
+102
| +0.7% | +$5.68K | 0.69% | 50 |
|
|
2016
Q4 | $685K | Buy |
14,276
+99
| +0.7% | +$4.75K | 0.56% | 59 |
|
|
2016
Q3 | $627K | Buy |
14,177
+1
| +0% | +$44 | 0.52% | 60 |
|
|
2016
Q2 | $671K | Buy |
14,176
+445
| +3% | +$21.1K | 0.59% | 56 |
|
|
2016
Q1 | $664K | Buy |
13,731
+60
| +0.4% | +$2.9K | 0.6% | 54 |
|
|
2015
Q4 | $743K | Buy |
+13,671
| New | +$743K | 0.69% | 47 |
|