Veritas Investment Management (UK)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-350
| Closed | -$17K | – | 33 |
|
2021
Q4 | $17K | Hold |
350
| – | – | ﹤0.01% | 34 |
|
2021
Q3 | $16K | Hold |
350
| – | – | ﹤0.01% | 39 |
|
2021
Q2 | $16K | Hold |
350
| – | – | ﹤0.01% | 42 |
|
2021
Q1 | $14K | Hold |
350
| – | – | ﹤0.01% | 33 |
|
2020
Q4 | $11K | Hold |
350
| – | – | ﹤0.01% | 32 |
|
2020
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 32 |
|
2020
Q2 | $9K | Sell |
350
-200
| -36% | -$5.14K | ﹤0.01% | 31 |
|
2020
Q1 | $16K | Hold |
550
| – | – | ﹤0.01% | 31 |
|
2019
Q4 | $30K | Hold |
550
| – | – | 0.01% | 31 |
|
2019
Q3 | $28K | Hold |
550
| – | – | 0.01% | 28 |
|
2019
Q2 | $26K | Hold |
550
| – | – | 0.01% | 30 |
|
2019
Q1 | $27K | Hold |
550
| – | – | 0.01% | 30 |
|
2018
Q4 | $25K | Sell |
550
-1,698
| -76% | -$77.2K | 0.01% | 28 |
|
2018
Q3 | $118K | Buy |
+2,248
| New | +$118K | 0.03% | 28 |
|
2018
Q2 | – | Sell |
-2,250
| Closed | -$118K | – | 38 |
|
2018
Q1 | $118K | Hold |
2,250
| – | – | 0.04% | 33 |
|
2017
Q4 | $137K | Sell |
2,250
-795
| -26% | -$48.4K | 0.05% | 35 |
|
2017
Q3 | $168K | Hold |
3,045
| – | – | 0.06% | 36 |
|
2017
Q2 | $169K | Hold |
3,045
| – | – | 0.07% | 35 |
|
2017
Q1 | $169K | Sell |
3,045
-840
| -22% | -$46.6K | 0.07% | 38 |
|
2016
Q4 | $214K | Sell |
3,885
-810
| -17% | -$44.6K | 0.09% | 37 |
|
2016
Q3 | $208K | Hold |
4,695
| – | – | 0.1% | 35 |
|
2016
Q2 | $222K | Hold |
4,695
| – | – | 0.1% | 33 |
|
2016
Q1 | $227K | Hold |
4,695
| – | – | 0.11% | 33 |
|
2015
Q4 | $255K | Hold |
4,695
| – | – | 0.13% | 34 |
|
2015
Q3 | $241K | Buy |
4,695
+4,000
| +576% | +$205K | 0.15% | 34 |
|
2015
Q2 | $39K | Hold |
695
| – | – | 0.03% | 41 |
|
2015
Q1 | $38K | Hold |
695
| – | – | 0.03% | 40 |
|
2014
Q4 | $38K | Hold |
695
| – | – | 0.03% | 42 |
|
2014
Q3 | $36K | Hold |
695
| – | – | 0.03% | 49 |
|
2014
Q2 | $35K | Hold |
695
| – | – | 0.03% | 50 |
|
2014
Q1 | $35K | Hold |
695
| – | – | 0.03% | 48 |
|
2013
Q4 | $32K | Hold |
695
| – | – | 0.03% | 46 |
|
2013
Q3 | $29K | Buy |
+695
| New | +$29K | 0.02% | 52 |
|