Stanley-Laman 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 |
-15,157
| Closed | -$835K | – | 289 |
|
|
2016
Q4 | $835K | Sell |
15,157
-2,677
| -15% | -$147K | 0.26% | 123 |
|
|
2016
Q3 | $790K | Sell |
17,834
-18,320
| -51% | -$812K | 0.32% | 110 |
|
|
2016
Q2 | $1.71M | Buy |
36,154
+8
| +0% | +$379 | 0.67% | 34 |
|
|
2016
Q1 | $1.75M | Sell |
36,146
-591
| -2% | -$28.6K | 0.33% | 68 |
|
|
2015
Q4 | $2M | Buy |
36,737
+131
| +0.4% | +$7.12K | 0.34% | 94 |
|
|
2015
Q3 | $1.88M | Sell |
36,606
-3,292
| -8% | -$169K | 0.38% | 76 |
|
|
2015
Q2 | $2.24M | Buy |
39,898
+567
| +1% | +$31.9K | 0.41% | 75 |
|
|
2015
Q1 | $2.14M | Sell |
39,331
-3,315
| -8% | -$180K | 0.39% | 79 |
|
|
2014
Q4 | $2.34M | Buy |
42,646
+6,538
| +18% | +$358K | 0.44% | 71 |
|
|
2014
Q3 | $1.87M | Sell |
36,108
-453
| -1% | -$23.5K | 0.36% | 89 |
|
|
2014
Q2 | $1.92M | Sell |
36,561
-4,077
| -10% | -$214K | 0.35% | 89 |
|
|
2014
Q1 | $2.02M | Buy |
+40,638
| New | +$2.02M | 0.35% | 90 |
|