Smith Hayes Advisers’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $8.24M | Sell |
170,402
-15,041
| -8% | -$727K | 1.68% | 7 |
|
|
2015
Q4 | $10.1M | Sell |
185,443
-7,766
| -4% | -$422K | 2.12% | 5 |
|
|
2015
Q3 | $9.92M | Sell |
193,209
-4,029
| -2% | -$207K | 2.15% | 6 |
|
|
2015
Q2 | $11.1M | Buy |
197,238
+17,630
| +10% | +$994K | 2.2% | 5 |
|
|
2015
Q1 | $9.77M | Buy |
179,608
+19,809
| +12% | +$1.08M | 1.94% | 5 |
|
|
2014
Q4 | $8.76M | Buy |
159,799
+8,289
| +5% | +$454K | 1.83% | 6 |
|
|
2014
Q3 | $7.86M | Sell |
151,510
-3,851
| -2% | -$200K | 1.84% | 6 |
|
|
2014
Q2 | $8.17M | Sell |
155,361
-718
| -0.5% | -$37.7K | 1.91% | 5 |
|
|
2014
Q1 | $7.76M | Buy |
156,079
+58,851
| +61% | +$2.93M | 1.92% | 5 |
|
|
2013
Q4 | $4.41M | Buy |
97,228
+785
| +0.8% | +$35.6K | 1.45% | 11 |
|
|
2013
Q3 | $3.99M | Buy |
96,443
+5,705
| +6% | +$236K | 1.52% | 9 |
|
|
2013
Q2 | $3.75M | Buy |
+90,738
| New | +$3.75M | 1.56% | 9 |
|