Ronald Blue & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $458K | Sell |
8,258
-1,076
| -12% | -$59.7K | 0.01% | 127 |
|
|
2017
Q1 | $519K | Buy |
9,334
+248
| +3% | +$13.8K | 0.02% | 115 |
|
|
2016
Q4 | $501K | Sell |
9,086
-979
| -10% | -$54K | 0.02% | 112 |
|
|
2016
Q3 | $446K | Sell |
10,065
-675
| -6% | -$29.9K | 0.02% | 116 |
|
|
2016
Q2 | $508K | Sell |
10,740
-874
| -8% | -$41.3K | 0.02% | 109 |
|
|
2016
Q1 | $562K | Sell |
11,614
-2,464
| -18% | -$119K | 0.03% | 86 |
|
|
2015
Q4 | $766K | Sell |
14,078
-22,099
| -61% | -$1.2M | 0.04% | 68 |
|
|
2015
Q3 | $1.86M | Sell |
36,177
-12,660
| -26% | -$650K | 0.1% | 38 |
|
|
2015
Q2 | $2.75M | Buy |
48,837
+2,692
| +6% | +$151K | 0.13% | 27 |
|
|
2015
Q1 | $2.51M | Buy |
46,145
+9,737
| +27% | +$530K | 0.12% | 30 |
|
|
2014
Q4 | $2M | Sell |
36,408
-840
| -2% | -$46.1K | 0.1% | 45 |
|
|
2014
Q3 | $1.93M | Buy |
37,248
+3,639
| +11% | +$189K | 0.13% | 39 |
|
|
2014
Q2 | $1.77M | Buy |
33,609
+1,870
| +6% | +$98.3K | 0.11% | 46 |
|
|
2014
Q1 | $1.58M | Buy |
31,739
+378
| +1% | +$18.8K | 0.12% | 43 |
|
|
2013
Q4 | $1.42M | Sell |
31,361
-217
| -0.7% | -$9.85K | 0.11% | 58 |
|
|
2013
Q3 | $1.3M | Buy |
31,578
+24,397
| +340% | +$1.01M | 0.11% | 52 |
|
|
2013
Q2 | $296K | Buy |
+7,181
| New | +$296K | 0.02% | 97 |
|