Spero-Smith Investment 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
Q3 | $2.21M | Sell |
49,891
-889
| -2% | -$39.4K | 2.96% | 8 |
|
|
2016
Q2 | $2.4M | Buy |
50,780
+275
| +0.5% | +$13K | 3% | 5 |
|
|
2016
Q1 | $2.44M | Sell |
50,505
-670
| -1% | -$32.4K | 3.06% | 6 |
|
|
2015
Q4 | $2.78M | Sell |
51,175
-1,734
| -3% | -$94.3K | 3.54% | 4 |
|
|
2015
Q3 | $2.72M | Sell |
52,909
-695
| -1% | -$35.7K | 3.68% | 4 |
|
|
2015
Q2 | $3.02M | Sell |
53,604
-416
| -0.8% | -$23.4K | 3.43% | 3 |
|
|
2015
Q1 | $2.94M | Sell |
54,020
-625
| -1% | -$34K | 3.27% | 6 |
|
|
2014
Q4 | $3M | Sell |
54,645
-735
| -1% | -$40.3K | 3.41% | 6 |
|
|
2014
Q3 | $2.87M | Sell |
55,380
-796
| -1% | -$41.3K | 3.33% | 6 |
|
|
2014
Q2 | $2.95M | Buy |
56,176
+820
| +1% | +$43.1K | 3.34% | 5 |
|
|
2014
Q1 | $2.75M | Sell |
55,356
-160
| -0.3% | -$7.96K | 3.26% | 6 |
|
|
2013
Q4 | $2.52M | Buy |
55,516
+225
| +0.4% | +$10.2K | 2.89% | 12 |
|
|
2013
Q3 | $2.29M | Buy |
55,291
+1,921
| +4% | +$79.4K | 2.84% | 14 |
|
|
2013
Q2 | $2.2M | Buy |
+53,370
| New | +$2.2M | 2.73% | 18 |
|