United Fire Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-35,086
| Closed | -$1.31M | – | 43 |
|
2023
Q1 | $1.31M | Hold |
35,086
| – | – | 0.82% | 42 |
|
2022
Q4 | $1.45M | Hold |
35,086
| – | – | 0.86% | 42 |
|
2022
Q3 | $1.41M | Hold |
35,086
| – | – | 0.94% | 40 |
|
2022
Q2 | $1.37M | Hold |
35,086
| – | – | 0.84% | 43 |
|
2022
Q1 | $1.7M | Hold |
35,086
| – | – | 0.88% | 43 |
|
2021
Q4 | $1.68M | Sell |
35,086
-30,000
| -46% | -$1.44M | 0.79% | 43 |
|
2021
Q3 | $3.02M | Sell |
65,086
-40,000
| -38% | -$1.86M | 1.51% | 31 |
|
2021
Q2 | $4.76M | Sell |
105,086
-100,000
| -49% | -$4.53M | 2.42% | 19 |
|
2021
Q1 | $8.01M | Hold |
205,086
| – | – | 4.16% | 7 |
|
2020
Q4 | $6.19M | Hold |
205,086
| – | – | 3% | 8 |
|
2020
Q3 | $4.82M | Sell |
205,086
-50,000
| -20% | -$1.18M | 2.43% | 12 |
|
2020
Q2 | $6.53M | Hold |
255,086
| – | – | 3.15% | 6 |
|
2020
Q1 | $7.32M | Hold |
255,086
| – | – | 3.55% | 7 |
|
2019
Q4 | $13.7M | Hold |
255,086
| – | – | 4.62% | 6 |
|
2019
Q3 | $12.9M | Hold |
255,086
| – | – | 4.41% | 6 |
|
2019
Q2 | $12.1M | Hold |
255,086
| – | – | 4.28% | 6 |
|
2019
Q1 | $12.3M | Hold |
255,086
| – | – | 4.59% | 6 |
|
2018
Q4 | $11.8M | Hold |
255,086
| – | – | 4.78% | 6 |
|
2018
Q3 | $13.4M | Hold |
255,086
| – | – | 4.89% | 6 |
|
2018
Q2 | $14.1M | Hold |
255,086
| – | – | 5.47% | 5 |
|
2018
Q1 | $13.4M | Hold |
255,086
| – | – | 4.79% | 6 |
|
2017
Q4 | $15.5M | Hold |
255,086
| – | – | 5.05% | 6 |
|
2017
Q3 | $14.1M | Hold |
255,086
| – | – | 4.73% | 6 |
|
2017
Q2 | $14.1M | Hold |
255,086
| – | – | 5.01% | 6 |
|
2017
Q1 | $14.2M | Hold |
255,086
| – | – | 5.13% | 5 |
|
2016
Q4 | $14.1M | Hold |
255,086
| – | – | 5.19% | 5 |
|
2016
Q3 | $11.3M | Hold |
255,086
| – | – | 4.49% | 5 |
|
2016
Q2 | $12.1M | Hold |
255,086
| – | – | 4.83% | 4 |
|
2016
Q1 | $12.3M | Hold |
255,086
| – | – | 5.19% | 4 |
|
2015
Q4 | $13.9M | Hold |
255,086
| – | – | 5.88% | 3 |
|
2015
Q3 | $13.1M | Hold |
255,086
| – | – | 5.91% | 3 |
|
2015
Q2 | $14.3M | Hold |
255,086
| – | – | 5.99% | 4 |
|
2015
Q1 | $13.9M | Hold |
255,086
| – | – | 5.83% | 3 |
|
2014
Q4 | $14M | Hold |
255,086
| – | – | 5.8% | 4 |
|
2014
Q3 | $13.2M | Hold |
255,086
| – | – | 5.8% | 3 |
|
2014
Q2 | $13.4M | Hold |
255,086
| – | – | 5.79% | 3 |
|
2014
Q1 | $12.7M | Hold |
255,086
| – | – | 5.6% | 3 |
|
2013
Q4 | $11.6M | Hold |
255,086
| – | – | 5.19% | 4 |
|
2013
Q3 | $10.5M | Hold |
255,086
| – | – | 5.25% | 3 |
|
2013
Q2 | $10.5M | Buy |
+255,086
| New | +$10.5M | 5.44% | 3 |
|