Rowland Carmichael Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.46M | Buy |
114,586
+48,261
| +73% | +$1.46M | 1.09% | 18 |
|
|
2020
Q3 | $1.56M | Buy |
66,325
+207
| +0.3% | +$4.87K | 0.61% | 37 |
|
|
2020
Q2 | $1.69M | Buy |
66,118
+897
| +1% | +$23K | 0.72% | 28 |
|
|
2020
Q1 | $1.87M | Sell |
65,221
-619
| -0.9% | -$17.8K | 0.95% | 19 |
|
|
2019
Q4 | $3.54M | Sell |
65,840
-16
| -0% | -$861 | 1.22% | 12 |
|
|
2019
Q3 | $3.32M | Sell |
65,856
-33,568
| -34% | -$1.69M | 1.14% | 15 |
|
|
2019
Q2 | $4.71M | Sell |
99,424
-10,896
| -10% | -$516K | 1.63% | 10 |
|
|
2019
Q1 | $5.33M | Buy |
110,320
+3
| +0% | +$145 | 1.96% | 8 |
|
|
2018
Q4 | $5.08M | Buy |
110,317
+4
| +0% | +$184 | 2.25% | 6 |
|
|
2018
Q3 | $5.8M | Buy |
110,313
+80
| +0.1% | +$4.21K | 2.25% | 8 |
|
|
2018
Q2 | $6.11M | Buy |
110,233
+3
| +0% | +$166 | 2.59% | 7 |
|
|
2018
Q1 | $5.78M | Buy |
110,230
+2
| +0% | +$105 | 3.16% | 3 |
|
|
2017
Q4 | $6.69M | Buy |
110,228
+3
| +0% | +$182 | 3.44% | 2 |
|
|
2017
Q3 | $6.08M | Buy |
110,225
+3
| +0% | +$165 | 3.37% | 2 |
|
|
2017
Q2 | $6.11M | Sell |
110,222
-318
| -0.3% | -$17.6K | 3.54% | 2 |
|
|
2017
Q1 | $6.15M | Buy |
110,540
+67
| +0.1% | +$3.73K | 3.74% | 2 |
|
|
2016
Q4 | $6.09M | Sell |
110,473
-62
| -0.1% | -$3.42K | 3.59% | 2 |
|
|
2016
Q3 | $4.89M | Hold |
110,535
| – | – | 3.12% | 1 |
|
|
2016
Q2 | $5.23M | Buy |
110,535
+860
| +0.8% | +$40.7K | 3.29% | 1 |
|
|
2016
Q1 | $5.3M | Buy |
+109,675
| New | +$5.3M | 4.9% | 1 |
|