United Capital Financial Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-58,150
| Closed | -$1.61M | – | 1393 |
|
|
2017
Q4 | $1.61M | Sell |
58,150
-27,637
| -32% | -$766K | 0.01% | 656 |
|
|
2017
Q3 | $1.85M | Sell |
85,787
-12,834
| -13% | -$277K | 0.02% | 599 |
|
|
2017
Q2 | $2.19M | Sell |
98,621
-78,292
| -44% | -$1.74M | 0.02% | 544 |
|
|
2017
Q1 | $3.93M | Sell |
176,913
-330,024
| -65% | -$7.32M | 0.04% | 419 |
|
|
2016
Q4 | $10.8M | Sell |
506,937
-307,073
| -38% | -$6.55M | 0.11% | 234 |
|
|
2016
Q3 | $10.2M | Buy |
814,010
+78,649
| +11% | +$982K | 0.1% | 251 |
|
|
2016
Q2 | $10.3M | Sell |
735,361
-21,999
| -3% | -$308K | 0.1% | 222 |
|
|
2016
Q1 | $11.9M | Sell |
757,360
-7,065
| -0.9% | -$111K | 0.13% | 164 |
|
|
2015
Q4 | $15.7M | Sell |
764,425
-4,357
| -0.6% | -$89.3K | 0.18% | 120 |
|
|
2015
Q3 | $13.9M | Buy |
768,782
+7,328
| +1% | +$133K | 0.17% | 126 |
|
|
2015
Q2 | $17.1M | Buy |
761,454
+10,200
| +1% | +$229K | 0.2% | 117 |
|
|
2015
Q1 | $15.9M | Buy |
751,254
+6,290
| +0.8% | +$133K | 0.19% | 121 |
|
|
2014
Q4 | $15.9M | Buy |
744,964
+118,950
| +19% | +$2.54M | 0.24% | 103 |
|
|
2014
Q3 | $13.1M | Buy |
626,014
+1,978
| +0.3% | +$41.2K | 0.23% | 114 |
|
|
2014
Q2 | $13.5M | Sell |
624,036
-5,000
| -0.8% | -$108K | 0.25% | 103 |
|
|
2014
Q1 | $11.7M | Sell |
629,036
-12,309
| -2% | -$229K | 0.25% | 93 |
|
|
2013
Q4 | $10.2M | Buy |
+641,345
| New | +$10.2M | 0.35% | 81 |
|
|
2013
Q3 | – | Sell |
-619,895
| Closed | -$8.47M | – | 769 |
|
|
2013
Q2 | $8.47M | Buy |
+619,895
| New | +$8.47M | 0.23% | 120 |
|