Wealthspire Advisors (Maryland)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $541K | Buy |
23,008
+1,273
| +6% | +$29.9K | 0.02% | 257 |
|
|
2020
Q2 | $556K | Sell |
21,735
-2,575
| -11% | -$65.9K | 0.04% | 236 |
|
|
2020
Q1 | $698K | Sell |
24,310
-7,395
| -23% | -$212K | 0.06% | 190 |
|
|
2019
Q4 | $1.71M | Buy |
31,705
+3,739
| +13% | +$201K | 0.11% | 110 |
|
|
2019
Q3 | $1.41M | Buy |
27,966
+1,205
| +5% | +$60.8K | 0.1% | 111 |
|
|
2019
Q2 | $1.27M | Sell |
26,761
-4,038
| -13% | -$191K | 0.09% | 113 |
|
|
2019
Q1 | $1.49M | Buy |
30,799
+1,512
| +5% | +$73.1K | 0.11% | 107 |
|
|
2018
Q4 | $1.35M | Sell |
29,287
-5,856
| -17% | -$270K | 0.12% | 101 |
|
|
2018
Q3 | $1.85M | Sell |
35,143
-803
| -2% | -$42.2K | 0.15% | 88 |
|
|
2018
Q2 | $1.99M | Sell |
35,946
-3,202
| -8% | -$178K | 0.18% | 76 |
|
|
2018
Q1 | $2.05M | Sell |
39,148
-6,608
| -14% | -$346K | 0.19% | 78 |
|
|
2017
Q4 | $2.78M | Buy |
45,756
+8,350
| +22% | +$507K | 0.27% | 64 |
|
|
2017
Q3 | $2.06M | Sell |
37,406
-614
| -2% | -$33.9K | 0.22% | 72 |
|
|
2017
Q2 | $2.11M | Buy |
38,020
+5,931
| +18% | +$329K | 0.25% | 67 |
|
|
2017
Q1 | $1.79M | Buy |
32,089
+5,924
| +23% | +$330K | 0.25% | 60 |
|
|
2016
Q4 | $1.44M | Buy |
26,165
+1,223
| +5% | +$67.4K | 0.22% | 72 |
|
|
2016
Q3 | $1.1M | Buy |
24,942
+3,711
| +17% | +$164K | 0.17% | 95 |
|
|
2016
Q2 | $1.01M | Sell |
21,231
-420
| -2% | -$19.9K | 0.17% | 94 |
|
|
2016
Q1 | $1.05M | Buy |
21,651
+2,100
| +11% | +$102K | 0.18% | 86 |
|
|
2015
Q4 | $1.06M | Buy |
+19,551
| New | +$1.06M | 0.2% | 84 |
|