Wells Fargo’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,694
| Closed | -$266K | – | 8401 |
|
|
2021
Q4 | $266K | Buy |
4,694
+2,223
| +90% | +$119K | ﹤0.01% | 5110 |
|
|
2021
Q3 | $122K | Sell |
2,471
-14,470
| -85% | -$666K | ﹤0.01% | 5309 |
|
|
2021
Q2 | $785K | Buy |
16,941
+8,594
| +103% | +$381K | ﹤0.01% | 4365 |
|
|
2021
Q1 | $332K | Sell |
8,347
-9,755
| -54% | -$398K | ﹤0.01% | 4916 |
|
|
2020
Q4 | $743K | Sell |
18,102
-657
| -4% | -$26.2K | ﹤0.01% | 4241 |
|
|
2020
Q3 | $708K | Sell |
18,759
-773
| -4% | -$26.8K | ﹤0.01% | 4107 |
|
|
2020
Q2 | $598K | Buy |
19,532
+1,346
| +7% | +$37.6K | ﹤0.01% | 4193 |
|
|
2020
Q1 | $465K | Buy |
18,186
+2,547
| +16% | +$95.2K | ﹤0.01% | 4091 |
|
|
2019
Q4 | $658K | Sell |
15,639
-371
| -2% | -$14.9K | ﹤0.01% | 4146 |
|
|
2019
Q3 | $618K | Buy |
16,010
+870
| +6% | +$32.9K | ﹤0.01% | 4221 |
|
|
2019
Q2 | $586K | Sell |
15,140
-1,351
| -8% | -$50.1K | ﹤0.01% | 4271 |
|
|
2019
Q1 | $581K | Sell |
16,491
-2,755
| -14% | -$102K | ﹤0.01% | 4240 |
|
|
2018
Q4 | $678K | Buy |
19,246
+395
| +2% | +$14.6K | ﹤0.01% | 4135 |
|
|
2018
Q3 | $676K | Buy |
18,851
+4,360
| +30% | +$154K | ﹤0.01% | 4240 |
|
|
2018
Q2 | $483K | Buy |
14,491
+698
| +5% | +$25.2K | ﹤0.01% | 4479 |
|
|
2018
Q1 | $492K | Sell |
13,793
-54
| -0.4% | -$1.59K | ﹤0.01% | 4396 |
|
|
2017
Q4 | $380K | Buy |
13,847
+1,304
| +10% | +$36.3K | ﹤0.01% | 4584 |
|
|
2017
Q3 | $317K | Buy |
12,543
+3,239
| +35% | +$71.6K | ﹤0.01% | 4641 |
|
|
2017
Q2 | $190K | Hold |
9,304
| – | – | ﹤0.01% | 4820 |
|
|
2017
Q1 | $173K | Buy |
9,304
+1
| +0% | +$19 | ﹤0.01% | 4898 |
|
|
2016
Q4 | $182K | Buy |
9,303
+2,207
| +31% | +$41.5K | ﹤0.01% | 4824 |
|
|
2016
Q3 | $122K | Buy |
7,096
+1,317
| +23% | +$23K | ﹤0.01% | 4798 |
|
|
2016
Q2 | $103K | Sell |
5,779
-523
| -8% | -$8.55K | ﹤0.01% | 4817 |
|
|
2016
Q1 | $100K | Buy |
6,302
+1,689
| +37% | +$26.2K | ﹤0.01% | 4829 |
|
|
2015
Q4 | $64K | Sell |
4,613
-6
| -0.1% | -$85 | ﹤0.01% | 5197 |
|
|
2015
Q3 | $59K | Sell |
4,619
-324
| -7% | -$4.16K | ﹤0.01% | 5202 |
|
|
2015
Q2 | $66K | Sell |
4,943
-34
| -0.7% | -$430 | ﹤0.01% | 5237 |
|
|
2015
Q1 | $67K | Sell |
4,977
-187
| -4% | -$2.4K | ﹤0.01% | 4907 |
|
|
2014
Q4 | $72K | Buy |
5,164
+3
| +0.1% | +$41 | ﹤0.01% | 4882 |
|
|
2014
Q3 | $69K | Sell |
5,161
-347
| -6% | -$4.68K | ﹤0.01% | 4813 |
|
|
2014
Q2 | $78K | Buy |
5,508
+501
| +10% | +$6.86K | ﹤0.01% | 4787 |
|
|
2014
Q1 | $67K | Hold |
5,007
| – | – | ﹤0.01% | 4834 |
|
|
2013
Q4 | $68K | Buy |
5,007
+200
| +4% | +$2.7K | ﹤0.01% | 4659 |
|
|
2013
Q3 | $69K | Buy |
4,807
+1,499
| +45% | +$21K | ﹤0.01% | 4592 |
|
|
2013
Q2 | $39K | Buy |
+3,308
| New | +$36.1K | ﹤0.01% | 4681 |
|
Other funds holding IHC
Wells Fargo's IHC Position: Q1 2022 in Review
Wells Fargo sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 4,694 shares — an estimated $266K sold.
Wells Fargo first reported a position in IHC in Q2 2013 and held it in 35 quarters. The position peaked at $785K in Q2 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.
- Wells Fargo reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
- Wells Fargo sold 4,694 Independence Holding Company shares in Q1 2022, an estimated $266K.
- Wells Fargo first reported a position in Independence Holding Company in Q2 2013 and held it in 35 quarters.
- Wells Fargo's Independence Holding Company position peaked at $785K in Q2 2021.
- 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.
Based on Wells Fargo's 13F filing for Q1 2022, filed 16 May 2022.