Signature Financial Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.84M | Sell |
39,809
-627
| -2% | -$28.9K | 0.44% | 29 |
|
|
2018
Q3 | $2.13M | Sell |
40,436
-247
| -0.6% | -$13K | 0.38% | 42 |
|
|
2018
Q2 | $2.26M | Buy |
40,683
+1
| +0% | +$55 | 0.48% | 38 |
|
|
2018
Q1 | $2.13M | Sell |
40,682
-290
| -0.7% | -$15.2K | 0.44% | 38 |
|
|
2017
Q4 | $2.48M | Sell |
40,972
-7,833
| -16% | -$475K | 0.67% | 24 |
|
|
2017
Q3 | $2.57M | Buy |
48,805
+1,023
| +2% | +$53.8K | 0.78% | 26 |
|
|
2017
Q2 | $2.65M | Buy |
47,782
+3,210
| +7% | +$178K | 0.83% | 24 |
|
|
2017
Q1 | $2.48M | Buy |
44,572
+1
| +0% | +$56 | 0.8% | 29 |
|
|
2016
Q4 | $2.46M | Buy |
44,571
+14,189
| +47% | +$783K | 0.92% | 26 |
|
|
2016
Q3 | $1.35M | Buy |
30,382
+361
| +1% | +$16K | 0.55% | 33 |
|
|
2016
Q2 | $1.42M | Buy |
30,021
+1
| +0% | +$47 | 0.67% | 29 |
|
|
2016
Q1 | $1.45M | Sell |
30,020
-1,148
| -4% | -$55.6K | 0.71% | 33 |
|
|
2015
Q4 | $1.69M | Sell |
31,168
-3,117
| -9% | -$169K | 0.82% | 25 |
|
|
2015
Q3 | $1.76M | Sell |
34,285
-345
| -1% | -$17.7K | 1.08% | 20 |
|
|
2015
Q2 | $1.95M | Buy |
34,630
+374
| +1% | +$21K | 1.26% | 18 |
|
|
2015
Q1 | $1.87M | Buy |
34,256
+7,358
| +27% | +$401K | 1.2% | 18 |
|
|
2014
Q4 | $1.48M | Sell |
26,898
-2,853
| -10% | -$157K | 1.03% | 20 |
|
|
2014
Q3 | $1.54M | Sell |
29,751
-500
| -2% | -$25.9K | 1.11% | 17 |
|
|
2014
Q2 | $1.59M | Hold |
30,251
| – | – | 1.21% | 16 |
|
|
2014
Q1 | $1.51M | Hold |
30,251
| – | – | 1.29% | 16 |
|
|
2013
Q4 | $1.37M | Sell |
30,251
-1,010
| -3% | -$45.9K | 1.07% | 19 |
|
|
2013
Q3 | $1.29M | Sell |
31,261
-503
| -2% | -$20.8K | 1.14% | 16 |
|
|
2013
Q2 | $1.31M | Buy |
+31,764
| New | +$1.31M | 0.89% | 19 |
|