Stumpf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $22.9M | Sell |
973,844
-114,000
| -10% | -$2.68M | 42.56% | 1 |
|
|
2020
Q2 | $27.8M | Sell |
1,087,844
-128,474
| -11% | -$3.29M | 49.7% | 1 |
|
|
2020
Q1 | $34.9M | Sell |
1,216,318
-410,250
| -25% | -$11.8M | 59.91% | 1 |
|
|
2019
Q4 | $87.5M | Buy |
1,626,568
+138,724
| +9% | +$7.46M | 67.24% | 1 |
|
|
2019
Q3 | $75M | Sell |
1,487,844
-138,724
| -9% | -$7M | 64.91% | 1 |
|
|
2019
Q2 | $77.2M | Buy |
1,626,568
+295,044
| +22% | +$14M | 65.95% | 1 |
|
|
2019
Q1 | $64.1M | Hold |
1,331,524
| – | – | 66.22% | 1 |
|
|
2018
Q4 | $61.4M | Hold |
1,331,524
| – | – | 64.11% | 1 |
|
|
2018
Q3 | $70M | Buy |
1,331,524
+96,800
| +8% | +$5.09M | 64.29% | 1 |
|
|
2018
Q2 | $68.5M | Hold |
1,234,724
| – | – | 63.73% | 1 |
|
|
2018
Q1 | $64.7M | Hold |
1,234,724
| – | – | 64.74% | 1 |
|
|
2017
Q4 | $74.9M | Buy |
+1,234,724
| New | +$74.9M | 69.19% | 1 |
|