VSR Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $908K | Sell |
19,176
-110,619
| -85% | -$5.24M | 0.15% | 183 |
|
|
2016
Q1 | $6.28M | Sell |
129,795
-11,981
| -8% | -$579K | 0.66% | 27 |
|
|
2015
Q4 | $7.71M | Buy |
141,776
+4,122
| +3% | +$224K | 0.82% | 20 |
|
|
2015
Q3 | $7.07M | Buy |
137,654
+21,893
| +19% | +$1.12M | 0.8% | 21 |
|
|
2015
Q2 | $6.51M | Buy |
115,761
+13,455
| +13% | +$757K | 0.69% | 27 |
|
|
2015
Q1 | $5.57M | Buy |
102,306
+7,816
| +8% | +$425K | 0.6% | 36 |
|
|
2014
Q4 | $5.18M | Sell |
94,490
-5,817
| -6% | -$319K | 0.58% | 36 |
|
|
2014
Q3 | $5.2M | Buy |
100,307
+4,740
| +5% | +$246K | 0.63% | 35 |
|
|
2014
Q2 | $5.02M | Sell |
95,567
-5,052
| -5% | -$266K | 0.63% | 34 |
|
|
2014
Q1 | $5.01M | Sell |
100,619
-1,784
| -2% | -$88.7K | 0.71% | 23 |
|
|
2013
Q4 | $4.65M | Buy |
102,403
+23,516
| +30% | +$1.07M | 0.71% | 25 |
|
|
2013
Q3 | $3.26M | Buy |
78,887
+1,109
| +1% | +$45.8K | 0.57% | 40 |
|
|
2013
Q2 | $3.21M | Buy |
+77,778
| New | +$3.21M | 0.63% | 35 |
|