Resource 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 | $989K | Sell |
20,609
-2,284
| -10% | -$110K | 0.1% | 70 |
|
|
2021
Q3 | $1.06M | Buy |
22,893
+1,556
| +7% | +$72.2K | 0.12% | 63 |
|
|
2021
Q2 | $966K | Sell |
21,337
-9,129
| -30% | -$413K | 0.11% | 66 |
|
|
2021
Q1 | $1.19M | Buy |
30,466
+9,761
| +47% | +$381K | 0.14% | 52 |
|
|
2020
Q4 | $625K | Sell |
20,705
-4,652
| -18% | -$140K | 0.09% | 86 |
|
|
2020
Q3 | $596K | Sell |
25,357
-221
| -0.9% | -$5.19K | 0.1% | 78 |
|
|
2020
Q2 | $654K | Sell |
25,578
-9,265
| -27% | -$237K | 0.11% | 61 |
|
|
2020
Q1 | $1M | Buy |
34,843
+2,296
| +7% | +$65.9K | 0.21% | 42 |
|
|
2019
Q4 | $1.75M | Buy |
32,547
+2,082
| +7% | +$112K | 0.28% | 32 |
|
|
2019
Q3 | $1.54M | Sell |
30,465
-4,084
| -12% | -$206K | 0.27% | 33 |
|
|
2019
Q2 | $1.64M | Sell |
34,549
-2,087
| -6% | -$98.8K | 0.28% | 32 |
|
|
2019
Q1 | $1.77M | Sell |
36,636
-3,185
| -8% | -$154K | 0.32% | 29 |
|
|
2018
Q4 | $1.83M | Sell |
39,821
-5,539
| -12% | -$255K | 0.38% | 25 |
|
|
2018
Q3 | $2.38M | Buy |
45,360
+12
| +0% | +$631 | 0.44% | 20 |
|
|
2018
Q2 | $2.51M | Buy |
45,348
+370
| +0.8% | +$20.5K | 0.49% | 18 |
|
|
2018
Q1 | $2.36M | Sell |
44,978
-1,206
| -3% | -$63.2K | 0.5% | 19 |
|
|
2017
Q4 | $2.68M | Buy |
+46,184
| New | +$2.68M | 0.55% | 18 |
|