VCM
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Vision Capital Management’s Wells Fargo WFC Stock Holding History

Vision Capital Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13,038
Closed -$374K – 102
2020
Q1 		$374K Buy
13,038
+1,768
+16% +$75.2K 0.1% 74
2019
Q4 		$606K Buy
11,270
+236
+2% +$12.4K 0.14% 68
2019
Q3 		$557K Buy
11,034
+235
+2% +$11.1K 0.14% 67
2019
Q2 		$511K Sell
10,799
-190
-2% -$8.88K 0.13% 68
2019
Q1 		$531K Buy
10,989
+285
+3% +$14K 0.15% 66
2018
Q4 		$493K Buy
10,704
+993
+10% +$50.9K 0.16% 64
2018
Q3 		$510K Sell
9,711
-2,916
-23% -$166K 0.14% 68
2018
Q2 		$700K Buy
12,627
+672
+6% +$36K 0.2% 62
2018
Q1 		$627K Sell
11,955
-870
-7% -$51.7K 0.18% 65
2017
Q4 		$778K Buy
12,825
+15
+0.1% +$847 0.23% 60
2017
Q3 		$706K Sell
12,810
-920
-7% -$48.9K 0.22% 58
2017
Q2 		$761K Sell
13,730
-105
-0.8% -$5.63K 0.26% 56
2017
Q1 		$770K Buy
13,835
+2,300
+20% +$131K 0.28% 58
2016
Q4 		$636K Sell
11,535
-8,850
-43% -$445K 0.25% 58
2016
Q3 		$903K Buy
20,385
+11,270
+124% +$539K 0.38% 51
2016
Q2 		$431K Buy
+9,115
New +$444K 0.18% 61

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