Private Wealth Advisors (Pennsylvania)’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 | $272K | Sell |
9,026
-59
| -0.6% | -$1.78K | 0.16% | 97 |
|
|
2020
Q3 | $214K | Sell |
9,085
-6,000
| -40% | -$141K | 0.14% | 96 |
|
|
2020
Q2 | $386K | Hold |
15,085
| – | – | 0.26% | 65 |
|
|
2020
Q1 | $416K | Sell |
15,085
-400
| -3% | -$11K | 0.32% | 59 |
|
|
2019
Q4 | $734K | Sell |
15,485
-337
| -2% | -$16K | 0.39% | 67 |
|
|
2019
Q3 | $798K | Sell |
15,822
-4,831
| -23% | -$244K | 0.41% | 67 |
|
|
2019
Q2 | $977K | Buy |
20,653
+242
| +1% | +$11.4K | 0.35% | 73 |
|
|
2019
Q1 | $986K | Buy |
20,411
+624
| +3% | +$30.1K | 0.37% | 67 |
|
|
2018
Q4 | $912K | Sell |
19,787
-461
| -2% | -$21.2K | 0.4% | 64 |
|
|
2018
Q3 | $1.06M | Hold |
20,248
| – | – | 0.39% | 64 |
|
|
2018
Q2 | $1.12M | Hold |
20,248
| – | – | 0.45% | 62 |
|
|
2018
Q1 | $1.06M | Sell |
20,248
-200
| -1% | -$10.5K | 0.43% | 64 |
|
|
2017
Q4 | $1.24M | Sell |
20,448
-1,425
| -7% | -$86.5K | 0.48% | 58 |
|
|
2017
Q3 | $1.21M | Sell |
21,873
-175
| -0.8% | -$9.65K | 0.5% | 60 |
|
|
2017
Q2 | $1.22M | Hold |
22,048
| – | – | 0.52% | 57 |
|
|
2017
Q1 | $1.23M | Sell |
22,048
-305
| -1% | -$17K | 0.55% | 56 |
|
|
2016
Q4 | $1.23M | Buy |
22,353
+2
| +0% | +$110 | 0.57% | 53 |
|
|
2016
Q3 | $990K | Buy |
22,351
+895
| +4% | +$39.6K | 0.47% | 63 |
|
|
2016
Q2 | $1.02M | Buy |
21,456
+1,836
| +9% | +$86.9K | 0.5% | 56 |
|
|
2016
Q1 | $949K | Buy |
19,620
+930
| +5% | +$45K | 0.51% | 58 |
|
|
2015
Q4 | $1.02M | Sell |
18,690
-1,233
| -6% | -$67K | 0.57% | 52 |
|
|
2015
Q3 | $1.02M | Buy |
19,923
+2,258
| +13% | +$116K | 0.51% | 55 |
|
|
2015
Q2 | $993K | Buy |
17,665
+1,191
| +7% | +$67K | 0.45% | 64 |
|
|
2015
Q1 | $896K | Buy |
16,474
+138
| +0.8% | +$7.51K | 0.42% | 66 |
|
|
2014
Q4 | $896K | Buy |
16,336
+155
| +1% | +$8.5K | 0.43% | 64 |
|
|
2014
Q3 | $839K | Buy |
16,181
+215
| +1% | +$11.1K | 0.44% | 69 |
|
|
2014
Q2 | $839K | Sell |
15,966
-1,425
| -8% | -$74.9K | 0.43% | 70 |
|
|
2014
Q1 | $865K | Buy |
17,391
+340
| +2% | +$16.9K | 0.47% | 67 |
|
|
2013
Q4 | $774K | Sell |
17,051
-2,002
| -11% | -$90.9K | 0.42% | 68 |
|
|
2013
Q3 | $787K | Buy |
19,053
+1,240
| +7% | +$51.2K | 0.46% | 64 |
|
|
2013
Q2 | $735K | Buy |
+17,813
| New | +$735K | 0.46% | 66 |
|