PIA
Piedmont Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-73,528
| Closed | -$2.11M | – | 694 |
|
|
2020
Q1 | $2.11M | Sell |
73,528
-42,044
| -36% | -$1.21M | 0.08% | 200 |
|
|
2019
Q4 | $6.22M | Buy |
115,572
+10,345
| +10% | +$557K | 0.22% | 109 |
|
|
2019
Q3 | $5.31M | Buy |
105,227
+5,047
| +5% | +$255K | 0.21% | 114 |
|
|
2019
Q2 | $4.74M | Sell |
100,180
-6,448
| -6% | -$305K | 0.19% | 126 |
|
|
2019
Q1 | $5.15M | Buy |
106,628
+43,640
| +69% | +$2.11M | 0.21% | 119 |
|
|
2018
Q4 | $2.9M | Buy |
62,988
+17,938
| +40% | +$826K | 0.14% | 150 |
|
|
2018
Q3 | $2.37M | Sell |
45,050
-145,764
| -76% | -$7.66M | 0.1% | 191 |
|
|
2018
Q2 | $10.6M | Sell |
190,814
-479,572
| -72% | -$26.6M | 0.51% | 41 |
|
|
2018
Q1 | $35.1M | Sell |
670,386
-289,952
| -30% | -$15.2M | 0.94% | 21 |
|
|
2017
Q4 | $58.3M | Sell |
960,338
-73,800
| -7% | -$4.48M | 1.17% | 17 |
|
|
2017
Q3 | $57M | Sell |
1,034,138
-59,282
| -5% | -$3.27M | 1.21% | 16 |
|
|
2017
Q2 | $60.6M | Sell |
1,093,420
-414,521
| -27% | -$23M | 1.35% | 11 |
|
|
2017
Q1 | $83.9M | Sell |
1,507,941
-196,955
| -12% | -$11M | 1.74% | 7 |
|
|
2016
Q4 | $94M | Buy |
1,704,896
+22,692
| +1% | +$1.25M | 1.93% | 4 |
|
|
2016
Q3 | $74.5M | Sell |
1,682,204
-189,987
| -10% | -$8.41M | 1.62% | 10 |
|
|
2016
Q2 | $88.6M | Buy |
1,872,191
+21,815
| +1% | +$1.03M | 1.82% | 9 |
|
|
2016
Q1 | $89.5M | Buy |
1,850,376
+52,045
| +3% | +$2.52M | 1.88% | 5 |
|
|
2015
Q4 | $97.8M | Buy |
1,798,331
+776,413
| +76% | +$42.2M | 2.06% | 3 |
|
|
2015
Q3 | $52.5M | Buy |
1,021,918
+8,161
| +0.8% | +$419K | 1.18% | 19 |
|
|
2015
Q2 | $57M | Buy |
1,013,757
+1,011,574
| +46,339% | +$56.9M | 1.21% | 17 |
|
|
2015
Q1 | $119K | Sell |
2,183
-455
| -17% | -$24.8K | 0.01% | 142 |
|
|
2014
Q4 | $145K | Buy |
2,638
+205
| +8% | +$11.2K | 0.01% | 137 |
|
|
2014
Q3 | $126K | Sell |
2,433
-420
| -15% | -$21.8K | 0.01% | 140 |
|
|
2014
Q2 | $150K | Sell |
2,853
-764
| -21% | -$40.2K | 0.01% | 142 |
|
|
2014
Q1 | $180K | Sell |
3,617
-96
| -3% | -$4.78K | 0.01% | 147 |
|
|
2013
Q4 | $169K | Sell |
3,713
-125,056
| -97% | -$5.68M | 0.01% | 143 |
|
|
2013
Q3 | $5.32M | Sell |
128,769
-10,742
| -8% | -$444K | 0.28% | 48 |
|
|
2013
Q2 | $5.76M | Buy |
+139,511
| New | +$5.76M | 0.26% | 49 |
|