Wealthfront’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 | $5.9M | Sell |
112,150
-11,997
| -10% | -$631K | 0.06% | 53 |
|
|
2018
Q2 | $6.88M | Buy |
124,147
+23,854
| +24% | +$1.32M | 0.07% | 47 |
|
|
2018
Q1 | $5.26M | Sell |
100,293
-11,504
| -10% | -$603K | 0.05% | 58 |
|
|
2017
Q4 | $6.78M | Buy |
111,797
+15,205
| +16% | +$923K | 0.08% | 43 |
|
|
2017
Q3 | $5.33M | Buy |
96,592
+24,541
| +34% | +$1.35M | 0.07% | 51 |
|
|
2017
Q2 | $3.99M | Buy |
72,051
+11,693
| +19% | +$648K | 0.06% | 55 |
|
|
2017
Q1 | $3.36M | Buy |
60,358
+16,019
| +36% | +$892K | 0.06% | 61 |
|
|
2016
Q4 | $2.44M | Buy |
44,339
+25,783
| +139% | +$1.42M | 0.05% | 62 |
|
|
2016
Q3 | $822K | Sell |
18,556
-10,401
| -36% | -$461K | 0.02% | 123 |
|
|
2016
Q2 | $1.37M | Sell |
28,957
-12,078
| -29% | -$572K | 0.04% | 80 |
|
|
2016
Q1 | $1.98M | Sell |
41,035
-23,072
| -36% | -$1.12M | 0.06% | 58 |
|
|
2015
Q4 | $3.49M | Buy |
64,107
+5,673
| +10% | +$308K | 0.13% | 33 |
|
|
2015
Q3 | $3M | Buy |
58,434
+2,024
| +4% | +$104K | 0.12% | 35 |
|
|
2015
Q2 | $3.17M | Buy |
56,410
+15,670
| +38% | +$881K | 0.13% | 25 |
|
|
2015
Q1 | $2.22M | Buy |
40,740
+5,437
| +15% | +$296K | 0.11% | 23 |
|
|
2014
Q4 | $1.94M | Buy |
35,303
+6,545
| +23% | +$359K | 0.11% | 26 |
|
|
2014
Q3 | $1.49M | Buy |
28,758
+4,513
| +19% | +$234K | 0.1% | 28 |
|
|
2014
Q2 | $1.29M | Buy |
24,245
+9,103
| +60% | +$482K | 0.11% | 19 |
|
|
2014
Q1 | $754K | Buy |
+15,142
| New | +$754K | 0.09% | 19 |
|