Polar Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $2.19M | Sell |
93,117
-15,438
| -14% | -$363K | 0.02% | 241 |
|
2020
Q2 | $2.78M | Sell |
108,555
-44,358
| -29% | -$1.14M | 0.02% | 221 |
|
2020
Q1 | $4.39M | Sell |
152,913
-41,403
| -21% | -$1.19M | 0.05% | 208 |
|
2019
Q4 | $10.5M | Sell |
194,316
-685
| -0.4% | -$36.9K | 0.09% | 196 |
|
2019
Q3 | $9.84M | Buy |
195,001
+29,756
| +18% | +$1.5M | 0.09% | 198 |
|
2019
Q2 | $7.82M | Sell |
165,245
-1,861
| -1% | -$88.1K | 0.07% | 205 |
|
2019
Q1 | $8.08M | Sell |
167,106
-349,306
| -68% | -$16.9M | 0.07% | 192 |
|
2018
Q4 | $23.8M | Sell |
516,412
-397,432
| -43% | -$18.3M | 0.25% | 120 |
|
2018
Q3 | $48M | Sell |
913,844
-19,382
| -2% | -$1.02M | 0.41% | 79 |
|
2018
Q2 | $51.7K | Sell |
933,226
-9,426
| -1% | -$523 | 0.31% | 71 |
|
2018
Q1 | $49.4M | Sell |
942,652
-223,810
| -19% | -$11.7M | 0.5% | 65 |
|
2017
Q4 | $70.8M | Buy |
1,166,462
+24,926
| +2% | +$1.51M | 0.73% | 26 |
|
2017
Q3 | $63M | Buy |
1,141,536
+22,322
| +2% | +$1.23M | 0.71% | 35 |
|
2017
Q2 | $62M | Sell |
1,119,214
-4,182
| -0.4% | -$232K | 0.83% | 32 |
|
2017
Q1 | $62.5M | Buy |
1,123,396
+917,128
| +445% | +$51M | 0.94% | 26 |
|
2016
Q4 | $11.4M | Buy |
206,268
+22,539
| +12% | +$1.24M | 0.18% | 142 |
|
2016
Q3 | $8.14M | Sell |
183,729
-989
| -0.5% | -$43.8K | 0.14% | 149 |
|
2016
Q2 | $8.75M | Sell |
184,718
-1,500
| -0.8% | -$71K | 0.17% | 139 |
|
2016
Q1 | $9M | Buy |
186,218
+12,420
| +7% | +$601K | 0.17% | 140 |
|
2015
Q4 | $9.44M | Sell |
173,798
-674,022
| -80% | -$36.6M | 0.17% | 143 |
|
2015
Q3 | $43.5M | Sell |
847,820
-5,445
| -0.6% | -$280K | 0.88% | 30 |
|
2015
Q2 | $48M | Sell |
853,265
-214,109
| -20% | -$12M | 0.92% | 29 |
|
2015
Q1 | $58.1M | Sell |
1,067,374
-208,559
| -16% | -$11.3M | 1.1% | 18 |
|
2014
Q4 | $69.9M | Sell |
1,275,933
-134,945
| -10% | -$7.4M | 1.36% | 12 |
|
2014
Q3 | $73.2M | Buy |
1,410,878
+150,897
| +12% | +$7.83M | 1.53% | 8 |
|
2014
Q2 | $66.2M | Buy |
1,259,981
+145,198
| +13% | +$7.63M | 1.41% | 9 |
|
2014
Q1 | $55.4M | Buy |
1,114,783
+191,410
| +21% | +$9.52M | 1.27% | 14 |
|
2013
Q4 | $41.9M | Buy |
923,373
+36,369
| +4% | +$1.65M | 1% | 19 |
|
2013
Q3 | $36.7K | Buy |
887,004
+202,414
| +30% | +$8.36K | 0.98% | 19 |
|
2013
Q2 | $28.3M | Buy |
+684,590
| New | +$28.3M | 0.98% | 12 |
|