Telemus Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $222K | Buy |
+4,515
| New | +$222K | 0.02% | 308 |
|
|
2022
Q1 | – | Sell |
-4,176
| Closed | -$200K | – | 390 |
|
|
2021
Q4 | $200K | Buy |
+4,176
| New | +$200K | 0.02% | 359 |
|
|
2021
Q3 | – | Sell |
-6,305
| Closed | -$286K | – | 374 |
|
|
2021
Q2 | $286K | Sell |
6,305
-5,298
| -46% | -$240K | 0.02% | 292 |
|
|
2021
Q1 | $458K | Buy |
11,603
+965
| +9% | +$38.1K | 0.03% | 282 |
|
|
2020
Q4 | $321K | Buy |
10,638
+43
| +0.4% | +$1.3K | 0.02% | 308 |
|
|
2020
Q3 | $242K | Buy |
10,595
+13
| +0.1% | +$297 | 0.02% | 395 |
|
|
2020
Q2 | $270K | Sell |
10,582
-1,109
| -9% | -$28.3K | 0.02% | 355 |
|
|
2020
Q1 | $309K | Sell |
11,691
-1,437
| -11% | -$38K | 0.03% | 307 |
|
|
2019
Q4 | $706K | Buy |
13,128
+1,435
| +12% | +$77.2K | 0.05% | 211 |
|
|
2019
Q3 | $590K | Sell |
11,693
-226
| -2% | -$11.4K | 0.05% | 228 |
|
|
2019
Q2 | $550K | Sell |
11,919
-1,783
| -13% | -$82.3K | 0.05% | 227 |
|
|
2019
Q1 | $662K | Sell |
13,702
-1,367
| -9% | -$66K | 0.05% | 239 |
|
|
2018
Q4 | $694K | Sell |
15,069
-1,789
| -11% | -$82.4K | 0.06% | 223 |
|
|
2018
Q3 | $886K | Buy |
16,858
+4,295
| +34% | +$226K | 0.07% | 217 |
|
|
2018
Q2 | $697K | Sell |
12,563
-38,453
| -75% | -$2.13M | 0.05% | 252 |
|
|
2018
Q1 | $2.67M | Sell |
51,016
-1,938
| -4% | -$102K | 0.21% | 94 |
|
|
2017
Q4 | $3.21M | Buy |
52,954
+39,851
| +304% | +$2.42M | 0.25% | 80 |
|
|
2017
Q3 | $723K | Sell |
13,103
-425
| -3% | -$23.5K | 0.08% | 166 |
|
|
2017
Q2 | $750K | Sell |
13,528
-17
| -0.1% | -$942 | 0.08% | 183 |
|
|
2017
Q1 | $754K | Buy |
13,545
+941
| +7% | +$52.4K | 0.08% | 173 |
|
|
2016
Q4 | $695K | Sell |
12,604
-1,259
| -9% | -$69.4K | 0.09% | 165 |
|
|
2016
Q3 | $614K | Sell |
13,863
-5,210
| -27% | -$231K | 0.07% | 196 |
|
|
2016
Q2 | $903K | Buy |
19,073
+1,510
| +9% | +$71.5K | 0.11% | 154 |
|
|
2016
Q1 | $849K | Buy |
+17,563
| New | +$849K | 0.14% | 138 |
|
|
2013
Q4 | – | Sell |
-6,158
| Closed | -$254K | – | 153 |
|
|
2013
Q3 | $254K | Buy |
+6,158
| New | +$254K | 0.08% | 119 |
|