SIM
Sonora Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $96K | Buy |
2,072
+243
| +13% | +$11.3K | 0.01% | 308 |
|
|
2021
Q2 | $83K | Sell |
1,829
-9,730
| -84% | -$442K | 0.01% | 305 |
|
|
2021
Q1 | $452K | Sell |
11,559
-590
| -5% | -$23.1K | 0.04% | 225 |
|
|
2020
Q4 | $367K | Sell |
12,149
-1,299
| -10% | -$39.2K | 0.03% | 235 |
|
|
2020
Q3 | $316K | Sell |
13,448
-3,046
| -18% | -$71.6K | 0.03% | 231 |
|
|
2020
Q2 | $422K | Sell |
16,494
-4,619
| -22% | -$118K | 0.04% | 192 |
|
|
2020
Q1 | $606K | Buy |
21,113
+1,514
| +8% | +$43.5K | 0.07% | 168 |
|
|
2019
Q4 | $1.05M | Sell |
19,599
-1,308
| -6% | -$70.3K | 0.1% | 147 |
|
|
2019
Q3 | $1.06M | Sell |
20,907
-457
| -2% | -$23.1K | 0.11% | 144 |
|
|
2019
Q2 | $1.01M | Buy |
21,364
+11
| +0.1% | +$521 | 0.11% | 142 |
|
|
2019
Q1 | $1.03M | Sell |
21,353
-1,318
| -6% | -$63.7K | 0.13% | 136 |
|
|
2018
Q4 | $1.05M | Sell |
22,671
-1,549
| -6% | -$71.4K | 0.15% | 127 |
|
|
2018
Q3 | $1.27M | Sell |
24,220
-981
| -4% | -$51.6K | 0.18% | 116 |
|
|
2018
Q2 | $1.4M | Sell |
25,201
-5
| -0% | -$277 | 0.22% | 101 |
|
|
2018
Q1 | $1.32M | Buy |
25,206
+1,715
| +7% | +$89.9K | 0.21% | 98 |
|
|
2017
Q4 | $1.43M | Sell |
23,491
-30
| -0.1% | -$1.82K | 0.23% | 93 |
|
|
2017
Q3 | $1.3M | Sell |
23,521
-94,800
| -80% | -$5.23M | 0.23% | 98 |
|
|
2017
Q2 | $6.56M | Buy |
118,321
+1,850
| +2% | +$103K | 1.24% | 23 |
|
|
2017
Q1 | $6.48M | Buy |
116,471
+2,720
| +2% | +$151K | 1.26% | 22 |
|
|
2016
Q4 | $6.27M | Sell |
113,751
-1,570
| -1% | -$86.5K | 1.3% | 24 |
|
|
2016
Q3 | $5.11M | Sell |
115,321
-1,589
| -1% | -$70.4K | 1.07% | 29 |
|
|
2016
Q2 | $5.53M | Buy |
116,910
+7,154
| +7% | +$339K | 1.27% | 26 |
|
|
2016
Q1 | $5.54M | Buy |
109,756
+32,661
| +42% | +$1.65M | 1.33% | 25 |
|
|
2015
Q4 | $4.19M | Buy |
77,095
+9,656
| +14% | +$525K | 1.09% | 29 |
|
|
2015
Q3 | $3.46M | Buy |
+67,439
| New | +$3.46M | 1.05% | 32 |
|