Vantage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $26K | Buy |
831
+331
| +66% | +$10.4K | 0.01% | 380 |
|
|
2018
Q2 | $28K | Buy |
500
+300
| +150% | +$16.8K | 0.01% | 360 |
|
|
2018
Q1 | $10K | Sell |
200
-70
| -26% | -$3.5K | ﹤0.01% | 564 |
|
|
2017
Q4 | $16K | Buy |
270
+170
| +170% | +$10.1K | ﹤0.01% | 490 |
|
|
2017
Q3 | $6K | Sell |
100
-80
| -44% | -$4.8K | ﹤0.01% | 643 |
|
|
2017
Q2 | $10K | Buy |
180
+59
| +49% | +$3.28K | ﹤0.01% | 548 |
|
|
2017
Q1 | $7K | Sell |
121
-195
| -62% | -$11.3K | ﹤0.01% | 596 |
|
|
2016
Q4 | $17K | Buy |
316
+37
| +13% | +$1.99K | 0.01% | 426 |
|
|
2016
Q3 | $12K | Sell |
279
-26,119
| -99% | -$1.12M | 0.01% | 463 |
|
|
2016
Q2 | $1.24M | Buy |
26,398
+8,110
| +44% | +$381K | 0.52% | 47 |
|
|
2016
Q1 | $877K | Buy |
18,288
+12,002
| +191% | +$576K | 0.39% | 57 |
|
|
2015
Q4 | $342K | Hold |
6,286
| – | – | 0.17% | 87 |
|
|
2015
Q3 | $323K | Buy |
6,286
+282
| +5% | +$14.5K | 0.18% | 87 |
|
|
2015
Q2 | $338K | Sell |
6,004
-3,688
| -38% | -$208K | 0.19% | 88 |
|
|
2015
Q1 | $527K | Buy |
9,692
+6,018
| +164% | +$327K | 0.15% | 93 |
|
|
2014
Q4 | $201K | Sell |
3,674
-1,776
| -33% | -$97.2K | 0.11% | 108 |
|
|
2014
Q3 | $283K | Buy |
5,450
+137
| +3% | +$7.11K | 0.17% | 85 |
|
|
2014
Q2 | $279K | Hold |
5,313
| – | – | 0.17% | 88 |
|
|
2014
Q1 | $264K | Hold |
5,313
| – | – | 0.17% | 82 |
|
|
2013
Q4 | $241K | Buy |
+5,313
| New | +$241K | 0.16% | 93 |
|