Visionary Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-43,831
| Closed | -$2.3M | – | 293 |
|
|
2018
Q3 | $2.3M | Sell |
43,831
-1,143
| -3% | -$60.1K | 0.74% | 61 |
|
|
2018
Q2 | $2.49M | Sell |
44,974
-6,121
| -12% | -$339K | 0.83% | 54 |
|
|
2018
Q1 | $2.66M | Sell |
51,095
-1,770
| -3% | -$92.2K | 0.86% | 45 |
|
|
2017
Q4 | $3.21M | Buy |
+52,865
| New | +$3.21M | 0.89% | 30 |
|
|
2016
Q2 | – | Sell |
-4,913
| Closed | -$238K | – | 107 |
|
|
2016
Q1 | $238K | Sell |
4,913
-722
| -13% | -$35K | 0.08% | 101 |
|
|
2015
Q4 | $306K | Buy |
+5,635
| New | +$306K | 0.21% | 38 |
|
|
2015
Q1 | – | Sell |
-169
| Closed | -$9K | – | 176 |
|
|
2014
Q4 | $9K | Sell |
169
-53,206
| -100% | -$2.83M | ﹤0.01% | 146 |
|
|
2014
Q3 | $2.77M | Buy |
53,375
+11,821
| +28% | +$613K | 0.76% | 31 |
|
|
2014
Q2 | $2.18M | Buy |
41,554
+10,868
| +35% | +$571K | 0.51% | 24 |
|
|
2014
Q1 | $1.53M | Buy |
30,686
+7,924
| +35% | +$394K | 0.36% | 19 |
|
|
2013
Q4 | $1.03M | Buy |
+22,762
| New | +$1.03M | 0.27% | 39 |
|