Wells Fargo’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,694
| Closed | -$266K | – | 7775 |
|
|
2021
Q4 | $266K | Buy |
4,694
+2,223
| +90% | +$126K | ﹤0.01% | 4763 |
|
|
2021
Q3 | $122K | Sell |
2,471
-14,470
| -85% | -$714K | ﹤0.01% | 5015 |
|
|
2021
Q2 | $785K | Buy |
16,941
+8,594
| +103% | +$398K | ﹤0.01% | 4117 |
|
|
2021
Q1 | $332K | Sell |
8,347
-9,755
| -54% | -$388K | ﹤0.01% | 4609 |
|
|
2020
Q4 | $743K | Sell |
18,102
-657
| -4% | -$27K | ﹤0.01% | 4170 |
|
|
2020
Q3 | $708K | Sell |
18,759
-773
| -4% | -$29.2K | ﹤0.01% | 4010 |
|
|
2020
Q2 | $598K | Buy |
19,532
+1,346
| +7% | +$41.2K | ﹤0.01% | 4081 |
|
|
2020
Q1 | $465K | Buy |
18,186
+2,547
| +16% | +$65.1K | ﹤0.01% | 3969 |
|
|
2019
Q4 | $658K | Sell |
15,639
-371
| -2% | -$15.6K | ﹤0.01% | 4067 |
|
|
2019
Q3 | $618K | Buy |
16,010
+870
| +6% | +$33.6K | ﹤0.01% | 4123 |
|
|
2019
Q2 | $586K | Sell |
15,140
-1,351
| -8% | -$52.3K | ﹤0.01% | 4171 |
|
|
2019
Q1 | $581K | Sell |
16,491
-2,755
| -14% | -$97.1K | ﹤0.01% | 4191 |
|
|
2018
Q4 | $678K | Buy |
19,246
+395
| +2% | +$13.9K | ﹤0.01% | 4032 |
|
|
2018
Q3 | $676K | Buy |
18,851
+4,360
| +30% | +$156K | ﹤0.01% | 4158 |
|
|
2018
Q2 | $483K | Buy |
14,491
+698
| +5% | +$23.3K | ﹤0.01% | 4375 |
|
|
2018
Q1 | $492K | Sell |
13,793
-54
| -0.4% | -$1.93K | ﹤0.01% | 4290 |
|
|
2017
Q4 | $380K | Buy |
13,847
+1,304
| +10% | +$35.8K | ﹤0.01% | 4457 |
|
|
2017
Q3 | $317K | Buy |
12,543
+3,239
| +35% | +$81.9K | ﹤0.01% | 4504 |
|
|
2017
Q2 | $190K | Hold |
9,304
| – | – | ﹤0.01% | 4654 |
|
|
2017
Q1 | $173K | Buy |
9,304
+1
| +0% | +$19 | ﹤0.01% | 4711 |
|
|
2016
Q4 | $182K | Buy |
9,303
+2,207
| +31% | +$43.2K | ﹤0.01% | 4648 |
|
|
2016
Q3 | $122K | Buy |
7,096
+1,317
| +23% | +$22.6K | ﹤0.01% | 4603 |
|
|
2016
Q2 | $103K | Sell |
5,779
-523
| -8% | -$9.32K | ﹤0.01% | 4644 |
|
|
2016
Q1 | $100K | Buy |
6,302
+1,689
| +37% | +$26.8K | ﹤0.01% | 4661 |
|
|
2015
Q4 | $64K | Sell |
4,613
-6
| -0.1% | -$83 | ﹤0.01% | 4997 |
|
|
2015
Q3 | $59K | Sell |
4,619
-324
| -7% | -$4.14K | ﹤0.01% | 4999 |
|
|
2015
Q2 | $66K | Sell |
4,943
-34
| -0.7% | -$454 | ﹤0.01% | 5056 |
|
|
2015
Q1 | $67K | Sell |
4,977
-187
| -4% | -$2.52K | ﹤0.01% | 4729 |
|
|
2014
Q4 | $72K | Buy |
5,164
+3
| +0.1% | +$42 | ﹤0.01% | 4711 |
|
|
2014
Q3 | $69K | Sell |
5,161
-347
| -6% | -$4.64K | ﹤0.01% | 4692 |
|
|
2014
Q2 | $78K | Buy |
5,508
+501
| +10% | +$7.1K | ﹤0.01% | 4674 |
|
|
2014
Q1 | $67K | Hold |
5,007
| – | – | ﹤0.01% | 4728 |
|
|
2013
Q4 | $68K | Buy |
5,007
+200
| +4% | +$2.72K | ﹤0.01% | 4577 |
|
|
2013
Q3 | $69K | Buy |
4,807
+1,499
| +45% | +$21.5K | ﹤0.01% | 4537 |
|
|
2013
Q2 | $39K | Buy |
+3,308
| New | +$39K | ﹤0.01% | 4614 |
|