Sunflower Bank Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,745
| Closed | -$208K | – | 141 |
|
|
2018
Q2 | $208K | Sell |
3,745
-100
| -3% | -$5.55K | 0.06% | 136 |
|
|
2018
Q1 | $201K | Hold |
3,845
| – | – | 0.06% | 139 |
|
|
2017
Q4 | $233K | Hold |
3,845
| – | – | 0.06% | 123 |
|
|
2017
Q3 | $212K | Sell |
3,845
-3,813
| -50% | -$210K | 0.08% | 91 |
|
|
2017
Q2 | $424K | Sell |
7,658
-206
| -3% | -$11.4K | 0.14% | 71 |
|
|
2017
Q1 | $438K | Hold |
7,864
| – | – | 0.15% | 66 |
|
|
2016
Q4 | $433K | Sell |
7,864
-700
| -8% | -$38.5K | 0.15% | 63 |
|
|
2016
Q3 | $379K | Buy |
8,564
+420
| +5% | +$18.6K | 0.14% | 71 |
|
|
2016
Q2 | $385K | Buy |
8,144
+120
| +1% | +$5.67K | 0.14% | 68 |
|
|
2016
Q1 | $388K | Buy |
8,024
+535
| +7% | +$25.9K | 0.14% | 67 |
|
|
2015
Q4 | $407K | Hold |
7,489
| – | – | 0.14% | 65 |
|
|
2015
Q3 | $384K | Hold |
7,489
| – | – | 0.14% | 66 |
|
|
2015
Q2 | $421K | Sell |
7,489
-1,100
| -13% | -$61.8K | 0.14% | 67 |
|
|
2015
Q1 | $467K | Sell |
8,589
-860
| -9% | -$46.8K | 0.15% | 69 |
|
|
2014
Q4 | $518K | Buy |
9,449
+3,733
| +65% | +$205K | 0.17% | 62 |
|
|
2014
Q3 | $296K | Buy |
5,716
+330
| +6% | +$17.1K | 0.1% | 81 |
|
|
2014
Q2 | $283K | Sell |
5,386
-145
| -3% | -$7.62K | 0.12% | 85 |
|
|
2014
Q1 | $275K | Sell |
5,531
-40
| -0.7% | -$1.99K | 0.13% | 81 |
|
|
2013
Q4 | $253K | Buy |
+5,571
| New | +$253K | 0.13% | 81 |
|