Point View 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.39M | Buy |
45,955
+4,125
| +10% | +$125K | 0.56% | 53 |
|
|
2020
Q3 | $983K | Sell |
41,830
-7,405
| -15% | -$174K | 0.46% | 70 |
|
|
2020
Q2 | $1.26M | Buy |
49,235
+8,279
| +20% | +$212K | 0.6% | 51 |
|
|
2020
Q1 | $1.18M | Buy |
40,956
+14,022
| +52% | +$402K | 0.64% | 47 |
|
|
2019
Q4 | $1.45M | Buy |
26,934
+1,408
| +6% | +$75.7K | 0.6% | 47 |
|
|
2019
Q3 | $1.29M | Buy |
25,526
+3,554
| +16% | +$179K | 0.58% | 53 |
|
|
2019
Q2 | $1.04M | Buy |
21,972
+5,758
| +36% | +$273K | 0.44% | 75 |
|
|
2019
Q1 | $783K | Buy |
16,214
+199
| +1% | +$9.61K | 0.35% | 101 |
|
|
2018
Q4 | $738K | Sell |
16,015
-1,024
| -6% | -$47.2K | 0.37% | 96 |
|
|
2018
Q3 | $896K | Buy |
17,039
+169
| +1% | +$8.89K | 0.4% | 83 |
|
|
2018
Q2 | $935K | Sell |
16,870
-396
| -2% | -$21.9K | 0.43% | 75 |
|
|
2018
Q1 | $905K | Buy |
17,266
+127
| +0.7% | +$6.66K | 0.43% | 77 |
|
|
2017
Q4 | $1.04M | Sell |
17,139
-99
| -0.6% | -$6.01K | 0.49% | 68 |
|
|
2017
Q3 | $951K | Sell |
17,238
-825
| -5% | -$45.5K | 0.46% | 76 |
|
|
2017
Q2 | $1M | Sell |
18,063
-318
| -2% | -$17.6K | 0.49% | 70 |
|
|
2017
Q1 | $1.02M | Buy |
18,381
+960
| +6% | +$53.4K | 0.53% | 65 |
|
|
2016
Q4 | $960K | Sell |
17,421
-32
| -0.2% | -$1.76K | 0.55% | 58 |
|
|
2016
Q3 | $773K | Buy |
17,453
+2
| +0% | +$89 | 0.46% | 77 |
|
|
2016
Q2 | $826K | Buy |
17,451
+200
| +1% | +$9.47K | 0.5% | 65 |
|
|
2016
Q1 | $834K | Buy |
17,251
+318
| +2% | +$15.4K | 0.54% | 67 |
|
|
2015
Q4 | $920K | Sell |
16,933
-24
| -0.1% | -$1.3K | 0.66% | 45 |
|
|
2015
Q3 | $871K | Buy |
16,957
+113
| +0.7% | +$5.8K | 0.7% | 45 |
|
|
2015
Q2 | $947K | Sell |
16,844
-73
| -0.4% | -$4.1K | 0.74% | 43 |
|
|
2015
Q1 | $920K | Sell |
16,917
-81
| -0.5% | -$4.41K | 0.71% | 45 |
|
|
2014
Q4 | $932K | Sell |
16,998
-714
| -4% | -$39.1K | 0.69% | 42 |
|
|
2014
Q3 | $919K | Sell |
17,712
-145
| -0.8% | -$7.52K | 0.78% | 37 |
|
|
2014
Q2 | $939K | Sell |
17,857
-299
| -2% | -$15.7K | 0.81% | 36 |
|
|
2014
Q1 | $903K | Sell |
18,156
-241
| -1% | -$12K | 0.82% | 39 |
|
|
2013
Q4 | $835K | Buy |
+18,397
| New | +$835K | 0.79% | 39 |
|