Riverbridge Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,100
| Closed | -$300K | – | 201 |
|
2023
Q4 | $300K | Hold |
6,100
| – | – | ﹤0.01% | 173 |
|
2023
Q3 | $249K | Hold |
6,100
| – | – | ﹤0.01% | 176 |
|
2023
Q2 | $260K | Hold |
6,100
| – | – | ﹤0.01% | 174 |
|
2023
Q1 | $228K | Hold |
6,100
| – | – | ﹤0.01% | 180 |
|
2022
Q4 | $252K | Hold |
6,100
| – | – | ﹤0.01% | 178 |
|
2022
Q3 | $245K | Hold |
6,100
| – | – | ﹤0.01% | 178 |
|
2022
Q2 | $239K | Hold |
6,100
| – | – | ﹤0.01% | 180 |
|
2022
Q1 | $296K | Hold |
6,100
| – | – | ﹤0.01% | 147 |
|
2021
Q4 | $293K | Buy |
+6,100
| New | +$293K | ﹤0.01% | 155 |
|
2020
Q1 | – | Sell |
-4,628
| Closed | -$249K | – | 144 |
|
2019
Q4 | $249K | Hold |
4,628
| – | – | ﹤0.01% | 134 |
|
2019
Q3 | $233K | Hold |
4,628
| – | – | ﹤0.01% | 129 |
|
2019
Q2 | $219K | Hold |
4,628
| – | – | ﹤0.01% | 134 |
|
2019
Q1 | $224K | Sell |
4,628
-1,043
| -18% | -$50.5K | ﹤0.01% | 129 |
|
2018
Q4 | $261K | Sell |
5,671
-1,060
| -16% | -$48.8K | 0.01% | 128 |
|
2018
Q3 | $354K | Hold |
6,731
| – | – | 0.01% | 121 |
|
2018
Q2 | $373K | Hold |
6,731
| – | – | 0.01% | 115 |
|
2018
Q1 | $353K | Sell |
6,731
-150
| -2% | -$7.87K | 0.01% | 120 |
|
2017
Q4 | $417K | Hold |
6,881
| – | – | 0.01% | 118 |
|
2017
Q3 | $379K | Hold |
6,881
| – | – | 0.01% | 120 |
|
2017
Q2 | $381K | Hold |
6,881
| – | – | 0.01% | 124 |
|
2017
Q1 | $383K | Sell |
6,881
-185
| -3% | -$10.3K | 0.01% | 119 |
|
2016
Q4 | $389K | Hold |
7,066
| – | – | 0.01% | 120 |
|
2016
Q3 | $313K | Sell |
7,066
-7,342
| -51% | -$325K | 0.01% | 117 |
|
2016
Q2 | $682K | Buy |
14,408
+1,060
| +8% | +$50.2K | 0.01% | 109 |
|
2016
Q1 | $646K | Sell |
13,348
-350
| -3% | -$16.9K | 0.01% | 113 |
|
2015
Q4 | $745K | Buy |
13,698
+350
| +3% | +$19K | 0.02% | 113 |
|
2015
Q3 | $685K | Hold |
13,348
| – | – | 0.01% | 113 |
|
2015
Q2 | $751K | Hold |
13,348
| – | – | 0.01% | 109 |
|
2015
Q1 | $726K | Hold |
13,348
| – | – | 0.01% | 108 |
|
2014
Q4 | $732K | Hold |
13,348
| – | – | 0.01% | 106 |
|
2014
Q3 | $692K | Sell |
13,348
-125
| -0.9% | -$6.48K | 0.01% | 107 |
|
2014
Q2 | $708K | Sell |
13,473
-1,625
| -11% | -$85.4K | 0.01% | 108 |
|
2014
Q1 | $751K | Sell |
15,098
-1,672
| -10% | -$83.2K | 0.01% | 106 |
|
2013
Q4 | $761K | Hold |
16,770
| – | – | 0.01% | 105 |
|
2013
Q3 | $693K | Sell |
16,770
-200
| -1% | -$8.27K | 0.02% | 101 |
|
2013
Q2 | $700K | Buy |
+16,970
| New | +$700K | 0.02% | 101 |
|