Stanford Investment Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,580
| Closed | -$693K | – | 306 |
|
|
2016
Q4 | $693K | Sell |
12,580
-8,353
| -40% | -$460K | 0.34% | 23 |
|
|
2016
Q3 | $927K | Buy |
20,933
+9,208
| +79% | +$408K | 0.44% | 22 |
|
|
2016
Q2 | $555K | Buy |
11,725
+200
| +2% | +$9.47K | 0.28% | 27 |
|
|
2016
Q1 | $557K | Buy |
11,525
+600
| +5% | +$29K | 0.31% | 25 |
|
|
2015
Q4 | $594K | Buy |
10,925
+263
| +2% | +$14.3K | 0.32% | 25 |
|
|
2015
Q3 | $547K | Hold |
10,662
| – | – | 0.4% | 22 |
|
|
2015
Q2 | $600K | Hold |
10,662
| – | – | 0.45% | 21 |
|
|
2015
Q1 | $580K | Sell |
10,662
-100
| -0.9% | -$5.44K | 0.46% | 21 |
|
|
2014
Q4 | $590K | Buy |
+10,762
| New | +$590K | 0.49% | 22 |
|