Tiemann Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,981
| Closed | -$214K | – | 181 |
|
|
2019
Q4 | $214K | Sell |
3,981
-1,347
| -25% | -$72.4K | 0.15% | 171 |
|
|
2019
Q3 | $269K | Sell |
5,328
-1,996
| -27% | -$101K | 0.2% | 135 |
|
|
2019
Q2 | $347K | Sell |
7,324
-1,097
| -13% | -$52K | 0.25% | 114 |
|
|
2019
Q1 | $407K | Sell |
8,421
-793
| -9% | -$38.3K | 0.31% | 91 |
|
|
2018
Q4 | $425K | Buy |
9,214
+274
| +3% | +$12.6K | 0.38% | 71 |
|
|
2018
Q3 | $470K | Sell |
8,940
-322
| -3% | -$16.9K | 0.36% | 76 |
|
|
2018
Q2 | $514K | Buy |
9,262
+152
| +2% | +$8.44K | 0.41% | 68 |
|
|
2018
Q1 | $477K | Sell |
9,110
-2,853
| -24% | -$149K | 0.38% | 75 |
|
|
2017
Q4 | $726K | Sell |
11,963
-1,047
| -8% | -$63.5K | 0.58% | 52 |
|
|
2017
Q3 | $718K | Sell |
13,010
-1,373
| -10% | -$75.8K | 0.61% | 49 |
|
|
2017
Q2 | $797K | Buy |
14,383
+153
| +1% | +$8.48K | 0.71% | 39 |
|
|
2017
Q1 | $792K | Sell |
14,230
-1,863
| -12% | -$104K | 0.73% | 39 |
|
|
2016
Q4 | $887K | Sell |
16,093
-4,048
| -20% | -$223K | 0.87% | 35 |
|
|
2016
Q3 | $892K | Sell |
20,141
-1,023
| -5% | -$45.3K | 0.82% | 35 |
|
|
2016
Q2 | $1M | Buy |
21,164
+103
| +0.5% | +$4.88K | 0.94% | 29 |
|
|
2016
Q1 | $1.02M | Buy |
21,061
+1,478
| +8% | +$71.5K | 1.01% | 26 |
|
|
2015
Q4 | $1.07M | Buy |
19,583
+3,051
| +18% | +$166K | 1.08% | 22 |
|
|
2015
Q3 | $849K | Buy |
16,532
+2
| +0% | +$103 | 0.93% | 29 |
|
|
2015
Q2 | $930K | Sell |
16,530
-197
| -1% | -$11.1K | 0.95% | 22 |
|
|
2015
Q1 | $910K | Buy |
16,727
+1,001
| +6% | +$54.5K | 0.95% | 26 |
|
|
2014
Q4 | $862K | Sell |
15,726
-23
| -0.1% | -$1.26K | 0.93% | 27 |
|
|
2014
Q3 | $817K | Buy |
15,749
+202
| +1% | +$10.5K | 0.91% | 29 |
|
|
2014
Q2 | $817K | Buy |
15,547
+2
| +0% | +$105 | 0.91% | 30 |
|
|
2014
Q1 | $773K | Buy |
15,545
+350
| +2% | +$17.4K | 0.87% | 29 |
|
|
2013
Q4 | $690K | Buy |
+15,195
| New | +$690K | 0.82% | 35 |
|