Stillwater Investment Management (Minnesota)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-40,559
| Closed | -$2.26M | – | 73 |
|
|
2017
Q1 | $2.26M | Sell |
40,559
-4,947
| -11% | -$275K | 1.08% | 29 |
|
|
2016
Q4 | $2.51M | Sell |
45,506
-3,034
| -6% | -$167K | 1.3% | 18 |
|
|
2016
Q3 | $2.15M | Buy |
48,540
+867
| +2% | +$38.4K | 1.17% | 26 |
|
|
2016
Q2 | $2.26M | Buy |
47,673
+805
| +2% | +$38.1K | 1.29% | 21 |
|
|
2016
Q1 | $2.27M | Buy |
46,868
+435
| +0.9% | +$21K | 1.35% | 17 |
|
|
2015
Q4 | $2.52M | Sell |
46,433
-1,039
| -2% | -$56.5K | 1.58% | 13 |
|
|
2015
Q3 | $2.44M | Buy |
47,472
+342
| +0.7% | +$17.6K | 1.64% | 11 |
|
|
2015
Q2 | $2.65M | Sell |
47,130
-17
| -0% | -$956 | 1.68% | 10 |
|
|
2015
Q1 | $2.57M | Buy |
47,147
+155
| +0.3% | +$8.43K | 1.65% | 10 |
|
|
2014
Q4 | $2.58M | Sell |
46,992
-776
| -2% | -$42.5K | 1.73% | 10 |
|
|
2014
Q3 | $2.48M | Sell |
47,768
-184
| -0.4% | -$9.55K | 1.75% | 8 |
|
|
2014
Q2 | $2.52M | Buy |
47,952
+55
| +0.1% | +$2.89K | 1.82% | 8 |
|
|
2014
Q1 | $2.38M | Sell |
47,897
-254
| -0.5% | -$12.6K | 1.82% | 10 |
|
|
2013
Q4 | $2.19M | Buy |
+48,151
| New | +$2.19M | 1.67% | 12 |
|