Stearns Financial Services Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $213K | Sell |
9,067
-967
| -10% | -$23.8K | 0.03% | 137 |
|
|
2020
Q2 | $257K | Sell |
10,034
-135
| -1% | -$3.69K | 0.04% | 117 |
|
|
2020
Q1 | $292K | Buy |
10,169
+32
| +0.3% | +$1.36K | 0.05% | 111 |
|
|
2019
Q4 | $545K | Sell |
10,137
-1,323
| -12% | -$69.3K | 0.09% | 83 |
|
|
2019
Q3 | $578K | Sell |
11,460
-1,013
| -8% | -$47.7K | 0.1% | 76 |
|
|
2019
Q2 | $590K | Sell |
12,473
-4,943
| -28% | -$231K | 0.11% | 77 |
|
|
2019
Q1 | $842K | Sell |
17,416
-7,182
| -29% | -$353K | 0.16% | 65 |
|
|
2018
Q4 | $1.13M | Sell |
24,598
-635
| -3% | -$32.5K | 0.23% | 53 |
|
|
2018
Q3 | $1.33M | Sell |
25,233
-1,167
| -4% | -$66.6K | 0.3% | 45 |
|
|
2018
Q2 | $1.46M | Sell |
26,400
-393
| -1% | -$21.1K | 0.37% | 36 |
|
|
2018
Q1 | $1.4M | Sell |
26,793
-2,404
| -8% | -$143K | 0.34% | 38 |
|
|
2017
Q4 | $1.77M | Sell |
29,197
-1,062
| -4% | -$60K | 0.42% | 34 |
|
|
2017
Q3 | $1.67M | Sell |
30,259
-743
| -2% | -$39.5K | 0.42% | 34 |
|
|
2017
Q2 | $1.72M | Buy |
31,002
+1,038
| +3% | +$55.6K | 0.41% | 38 |
|
|
2017
Q1 | $1.67M | Buy |
29,964
+80
| +0.3% | +$4.54K | 0.41% | 40 |
|
|
2016
Q4 | $1.65M | Buy |
29,884
+2,163
| +8% | +$109K | 0.43% | 39 |
|
|
2016
Q3 | $1.23M | Buy |
27,721
+3,260
| +13% | +$156K | 0.33% | 45 |
|
|
2016
Q2 | $1.16M | Sell |
24,461
-2,410
| -9% | -$117K | 0.33% | 47 |
|
|
2016
Q1 | $1.3M | Buy |
26,871
+1,372
| +5% | +$67.2K | 0.39% | 42 |
|
|
2015
Q4 | $1.39M | Sell |
25,499
-111
| -0.4% | -$6.03K | 0.41% | 39 |
|
|
2015
Q3 | $1.31M | Buy |
25,610
+1,557
| +6% | +$85.6K | 0.43% | 38 |
|
|
2015
Q2 | $1.35M | Buy |
24,053
+1,060
| +5% | +$59.1K | 0.41% | 40 |
|
|
2015
Q1 | $1.25M | Buy |
22,993
+482
| +2% | +$26K | 0.39% | 42 |
|
|
2014
Q4 | $1.23M | Buy |
22,511
+150
| +0.7% | +$7.94K | 0.4% | 42 |
|
|
2014
Q3 | $1.16M | Buy |
22,361
+1,982
| +10% | +$102K | 0.41% | 41 |
|
|
2014
Q2 | $1.07M | Buy |
20,379
+256
| +1% | +$12.9K | 0.39% | 44 |
|
|
2014
Q1 | $1M | Buy |
20,123
+363
| +2% | +$16.9K | 0.38% | 47 |
|
|
2013
Q4 | $897K | Buy |
19,760
+432
| +2% | +$18.7K | 0.35% | 53 |
|
|
2013
Q3 | $799K | Buy |
19,328
+891
| +5% | +$38K | 0.35% | 54 |
|
|
2013
Q2 | $761K | Buy |
+18,437
| New | +$718K | 0.34% | 56 |
|
Other funds holding WFC
