RIM
Rampart Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-29,449
| Closed | -$754K | – | 521 |
|
|
2020
Q2 | $754K | Buy |
29,449
+921
| +3% | +$23.6K | 0.13% | 203 |
|
|
2020
Q1 | $819K | Sell |
28,528
-35,652
| -56% | -$1.02M | 0.39% | 61 |
|
|
2019
Q4 | $3.45M | Sell |
64,180
-1,840
| -3% | -$99K | 0.42% | 67 |
|
|
2019
Q3 | $3.33M | Sell |
66,020
-8,992
| -12% | -$454K | 0.41% | 68 |
|
|
2019
Q2 | $3.55M | Buy |
75,012
+12,062
| +19% | +$571K | 0.42% | 68 |
|
|
2019
Q1 | $3.04M | Buy |
62,950
+21,539
| +52% | +$1.04M | 0.35% | 85 |
|
|
2018
Q4 | $1.91M | Sell |
41,411
-77,344
| -65% | -$3.56M | 0.53% | 51 |
|
|
2018
Q3 | $2.31M | Buy |
118,755
+43,272
| +57% | +$841K | 1.01% | 20 |
|
|
2018
Q2 | $4.19M | Sell |
75,483
-72,237
| -49% | -$4.01M | 0.41% | 63 |
|
|
2018
Q1 | $7.74M | Buy |
147,720
+87,065
| +144% | +$4.56M | 0.74% | 31 |
|
|
2017
Q4 | $3.68M | Buy |
60,655
+5,170
| +9% | +$314K | 1.42% | 9 |
|
|
2017
Q3 | $3.06M | Buy |
55,485
+4,927
| +10% | +$272K | 1.03% | 14 |
|
|
2017
Q2 | $2.8M | Buy |
50,558
+37,966
| +302% | +$2.1M | 1.01% | 15 |
|
|
2017
Q1 | $701K | Buy |
+12,592
| New | +$701K | 0.25% | 19 |
|