Raymond James & Associates’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,970
| Closed | -$277K | – | 3250 |
|
|
2016
Q4 | $277K | Sell |
12,970
-17,325
| -57% | -$370K | ﹤0.01% | 2659 |
|
|
2016
Q3 | $378K | Buy |
30,295
+4,819
| +19% | +$60.1K | ﹤0.01% | 2460 |
|
|
2016
Q2 | $347K | Sell |
25,476
-3,524
| -12% | -$48K | ﹤0.01% | 2320 |
|
|
2016
Q1 | $454K | Sell |
29,000
-1,000
| -3% | -$15.7K | ﹤0.01% | 2093 |
|
|
2015
Q4 | $615K | Buy |
30,000
+600
| +2% | +$12.3K | ﹤0.01% | 1877 |
|
|
2015
Q3 | $532K | Buy |
29,400
+850
| +3% | +$15.4K | ﹤0.01% | 1895 |
|
|
2015
Q2 | $642K | Sell |
28,550
-400
| -1% | -$9K | ﹤0.01% | 1959 |
|
|
2015
Q1 | $593K | Buy |
28,950
+7,225
| +33% | +$148K | ﹤0.01% | 1952 |
|
|
2014
Q4 | $464K | Sell |
21,725
-3,300
| -13% | -$70.5K | ﹤0.01% | 1970 |
|
|
2014
Q3 | $504K | Buy |
25,025
+5,825
| +30% | +$117K | ﹤0.01% | 1850 |
|
|
2014
Q2 | $414K | Buy |
+19,200
| New | +$414K | ﹤0.01% | 1917 |
|