Security National Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $105K | Hold |
2,319
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $105K | Sell |
2,319
-275
| -11% | -$12.5K | 0.02% | 222 |
|
|
2021
Q1 | $101K | Sell |
2,594
-1,973
| -43% | -$76.8K | 0.02% | 224 |
|
|
2020
Q4 | $138K | Sell |
4,567
-3,485
| -43% | -$105K | 0.03% | 192 |
|
|
2020
Q3 | $189K | Sell |
8,052
-5,505
| -41% | -$129K | 0.05% | 159 |
|
|
2020
Q2 | $347K | Buy |
13,557
+200
| +1% | +$5.12K | 0.1% | 118 |
|
|
2020
Q1 | $384K | Sell |
13,357
-4,095
| -23% | -$118K | 0.14% | 106 |
|
|
2019
Q4 | $938K | Buy |
17,452
+63
| +0.4% | +$3.39K | 0.27% | 84 |
|
|
2019
Q3 | $877K | Sell |
17,389
-1,090
| -6% | -$55K | 0.28% | 87 |
|
|
2019
Q2 | $874K | Sell |
18,479
-1,825
| -9% | -$86.3K | 0.27% | 84 |
|
|
2019
Q1 | $981K | Sell |
20,304
-1,444
| -7% | -$69.8K | 0.31% | 80 |
|
|
2018
Q4 | $1M | Sell |
21,748
-1,780
| -8% | -$82K | 0.37% | 72 |
|
|
2018
Q3 | $1.24M | Sell |
23,528
-7,390
| -24% | -$388K | 0.39% | 72 |
|
|
2018
Q2 | $1.71M | Sell |
30,918
-1,120
| -3% | -$62.1K | 0.57% | 59 |
|
|
2018
Q1 | $1.68M | Buy |
32,038
+2,535
| +9% | +$133K | 0.56% | 59 |
|
|
2017
Q4 | $1.79M | Sell |
29,503
-595
| -2% | -$36.1K | 0.58% | 54 |
|
|
2017
Q3 | $1.66M | Sell |
30,098
-1,300
| -4% | -$71.7K | 0.55% | 61 |
|
|
2017
Q2 | $1.74M | Sell |
31,398
-1,235
| -4% | -$68.4K | 0.58% | 57 |
|
|
2017
Q1 | $1.82M | Sell |
32,633
-576
| -2% | -$32.1K | 0.61% | 56 |
|
|
2016
Q4 | $1.83M | Sell |
33,209
-4,515
| -12% | -$249K | 0.66% | 50 |
|
|
2016
Q3 | $1.67M | Buy |
37,724
+480
| +1% | +$21.2K | 0.61% | 54 |
|
|
2016
Q2 | $1.76M | Sell |
37,244
-323
| -0.9% | -$15.3K | 0.65% | 48 |
|
|
2016
Q1 | $1.82M | Buy |
37,567
+585
| +2% | +$28.3K | 0.68% | 41 |
|
|
2015
Q4 | $2.01M | Buy |
36,982
+1,115
| +3% | +$60.6K | 0.79% | 40 |
|
|
2015
Q3 | $1.84M | Sell |
35,867
-390
| -1% | -$20K | 0.72% | 44 |
|
|
2015
Q2 | $2.04M | Buy |
36,257
+2,725
| +8% | +$153K | 0.73% | 40 |
|
|
2015
Q1 | $1.82M | Buy |
33,532
+2,485
| +8% | +$135K | 0.65% | 46 |
|
|
2014
Q4 | $1.7M | Buy |
31,047
+817
| +3% | +$44.8K | 0.62% | 49 |
|
|
2014
Q3 | $1.57M | Buy |
30,230
+613
| +2% | +$31.8K | 0.64% | 44 |
|
|
2014
Q2 | $1.56M | Buy |
29,617
+1,286
| +5% | +$67.6K | 0.61% | 49 |
|
|
2014
Q1 | $1.41M | Buy |
28,331
+3,935
| +16% | +$196K | 0.57% | 50 |
|
|
2013
Q4 | $1.11M | Sell |
24,396
-130
| -0.5% | -$5.9K | 0.46% | 60 |
|
|
2013
Q3 | $1.01M | Buy |
24,526
+6,257
| +34% | +$258K | 0.46% | 63 |
|
|
2013
Q2 | $754K | Buy |
+18,269
| New | +$754K | 0.36% | 71 |
|