Terril Brothers’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-358,506
| Closed | -$19.8M | – | 44 |
|
|
2016
Q4 | $19.8M | Buy |
358,506
+55,217
| +18% | +$3.04M | 6.89% | 6 |
|
|
2016
Q3 | $13.4M | Buy |
303,289
+33,700
| +13% | +$1.49M | 7.1% | 6 |
|
|
2016
Q2 | $12.8M | Sell |
269,589
-13,205
| -5% | -$625K | 5.64% | 8 |
|
|
2016
Q1 | $13.7M | Sell |
282,794
-3,000
| -1% | -$145K | 7.36% | 5 |
|
|
2015
Q4 | $15.6M | Sell |
285,794
-5,914
| -2% | -$323K | 6.53% | 6 |
|
|
2015
Q3 | $15M | Buy |
291,708
+2,712
| +0.9% | +$139K | 4.85% | 8 |
|
|
2015
Q2 | $16.3M | Sell |
288,996
-3,900
| -1% | -$220K | 5.03% | 7 |
|
|
2015
Q1 | $16M | Sell |
292,896
-7
| -0% | -$383 | 5.23% | 8 |
|
|
2014
Q4 | $16.1M | Sell |
292,903
-66,993
| -19% | -$3.67M | 5.01% | 9 |
|
|
2014
Q3 | $19.1M | Buy |
+359,896
| New | +$19.1M | 6.58% | 7 |
|