Quest Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $844K | Buy |
17,594
+1,130
| +7% | +$54.2K | 0.15% | 97 |
|
|
2021
Q3 | $764K | Buy |
16,464
+617
| +4% | +$28.6K | 0.15% | 91 |
|
|
2021
Q2 | $718K | Buy |
15,847
+1,364
| +9% | +$61.8K | 0.14% | 93 |
|
|
2021
Q1 | $566K | Buy |
+14,483
| New | +$566K | 0.12% | 104 |
|
|
2020
Q4 | – | Sell |
-13,611
| Closed | -$320K | – | 258 |
|
|
2020
Q3 | $320K | Buy |
13,611
+2,386
| +21% | +$56.1K | 0.09% | 146 |
|
|
2020
Q2 | $287K | Buy |
11,225
+2,239
| +25% | +$57.2K | 0.09% | 146 |
|
|
2020
Q1 | $258K | Sell |
8,986
-448
| -5% | -$12.9K | 0.09% | 139 |
|
|
2019
Q4 | $508K | Sell |
9,434
-6,308
| -40% | -$340K | 0.12% | 97 |
|
|
2019
Q3 | $794K | Sell |
15,742
-2,253
| -13% | -$114K | 0.2% | 74 |
|
|
2019
Q2 | $852K | Sell |
17,995
-884
| -5% | -$41.9K | 0.22% | 59 |
|
|
2019
Q1 | $913K | Buy |
18,879
+5,898
| +45% | +$285K | 0.23% | 64 |
|
|
2018
Q4 | $598K | Buy |
+12,981
| New | +$598K | 0.17% | 67 |
|