Stokes & Hubbell Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.49M | Sell |
30,903
-3,190
| -9% | -$154K | 0.31% | 63 |
|
|
2018
Q4 | $1.57M | Sell |
34,093
-15,648
| -31% | -$721K | 0.36% | 58 |
|
|
2018
Q3 | $2.61M | Sell |
49,741
-2,104
| -4% | -$111K | 0.54% | 47 |
|
|
2018
Q2 | $2.87M | Buy |
51,845
+262
| +0.5% | +$14.5K | 0.65% | 40 |
|
|
2018
Q1 | $2.7M | Buy |
51,583
+211
| +0.4% | +$11.1K | 0.63% | 45 |
|
|
2017
Q4 | $3.12M | Sell |
51,372
-185
| -0.4% | -$11.2K | 0.75% | 37 |
|
|
2017
Q3 | $2.85M | Buy |
51,557
+288
| +0.6% | +$15.9K | 0.74% | 37 |
|
|
2017
Q2 | $2.84M | Buy |
51,269
+456
| +0.9% | +$25.3K | 0.87% | 35 |
|
|
2017
Q1 | $2.83M | Buy |
50,813
+806
| +2% | +$44.9K | 0.96% | 30 |
|
|
2016
Q4 | $2.76M | Buy |
50,007
+706
| +1% | +$38.9K | 1.07% | 23 |
|
|
2016
Q3 | $2.18M | Sell |
49,301
-318
| -0.6% | -$14.1K | 0.9% | 28 |
|
|
2016
Q2 | $2.35M | Buy |
49,619
+5,747
| +13% | +$272K | 1.01% | 23 |
|
|
2016
Q1 | $2.12M | Buy |
43,872
+9,513
| +28% | +$460K | 0.98% | 25 |
|
|
2015
Q4 | $1.87M | Buy |
34,359
+315
| +0.9% | +$17.1K | 1.01% | 27 |
|
|
2015
Q3 | $1.75M | Buy |
+34,044
| New | +$1.75M | 1.06% | 23 |
|