Wells Fargo’s Team TISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346 | Buy |
19
+15
| +375% | +$273 | ﹤0.01% | 5949 |
|
|
2025
Q1 | $68 | Hold |
4
| – | – | ﹤0.01% | 5941 |
|
|
2024
Q4 | $51 | Hold |
4
| – | – | ﹤0.01% | 6000 |
|
|
2024
Q3 | $61 | Hold |
4
| – | – | ﹤0.01% | 5918 |
|
|
2024
Q2 | $36 | Sell |
4
-35
| -90% | -$315 | ﹤0.01% | 5995 |
|
|
2024
Q1 | $277 | Hold |
39
| – | – | ﹤0.01% | 6027 |
|
|
2023
Q4 | $254 | Buy |
39
+3
| +8% | +$20 | ﹤0.01% | 6102 |
|
|
2023
Q3 | $250 | Buy |
36
+1
| +3% | +$7 | ﹤0.01% | 6152 |
|
|
2023
Q2 | $290 | Buy |
35
+1
| +3% | +$8 | ﹤0.01% | 6283 |
|
|
2023
Q1 | $186 | Buy |
34
+1
| +3% | +$5 | ﹤0.01% | 6471 |
|
|
2022
Q4 | $173 | Hold |
33
| – | – | ﹤0.01% | 6335 |
|
|
2022
Q3 | $0 | Hold |
33
| – | – | ﹤0.01% | 7022 |
|
|
2022
Q2 | $0 | Sell |
33
-1,436
| -98% | – | ﹤0.01% | 7150 |
|
|
2022
Q1 | $32K | Sell |
1,469
-917
| -38% | -$20K | ﹤0.01% | 5509 |
|
|
2021
Q4 | $26K | Sell |
2,386
-890
| -27% | -$9.7K | ﹤0.01% | 5751 |
|
|
2021
Q3 | $98K | Buy |
3,276
+3,085
| +1,615% | +$92.3K | ﹤0.01% | 5096 |
|
|
2021
Q2 | $13K | Sell |
191
-991
| -84% | -$67.5K | ﹤0.01% | 5729 |
|
|
2021
Q1 | $136K | Sell |
1,182
-5,802
| -83% | -$668K | ﹤0.01% | 5013 |
|
|
2020
Q4 | $761K | Buy |
6,984
+470
| +7% | +$51.2K | ﹤0.01% | 4150 |
|
|
2020
Q3 | $358K | Sell |
6,514
-1,175
| -15% | -$64.6K | ﹤0.01% | 4469 |
|
|
2020
Q2 | $428K | Buy |
7,689
+699
| +10% | +$38.9K | ﹤0.01% | 4317 |
|
|
2020
Q1 | $454K | Buy |
6,990
+1,031
| +17% | +$67K | ﹤0.01% | 3987 |
|
|
2019
Q4 | $951K | Sell |
5,959
-135
| -2% | -$21.5K | ﹤0.01% | 3829 |
|
|
2019
Q3 | $1.1M | Buy |
6,094
+390
| +7% | +$70.4K | ﹤0.01% | 3711 |
|
|
2019
Q2 | $874K | Buy |
5,704
+488
| +9% | +$74.8K | ﹤0.01% | 3878 |
|
|
2019
Q1 | $912K | Sell |
5,216
-13,165
| -72% | -$2.3M | ﹤0.01% | 3901 |
|
|
2018
Q4 | $2.69M | Sell |
18,381
-4,538
| -20% | -$665K | ﹤0.01% | 2992 |
|
|
2018
Q3 | $5.16M | Buy |
22,919
+4,126
| +22% | +$928K | ﹤0.01% | 2611 |
|
|
2018
Q2 | $4.34M | Buy |
18,793
+4,462
| +31% | +$1.03M | ﹤0.01% | 2801 |
|
|
2018
Q1 | $1.97M | Sell |
14,331
-870
| -6% | -$120K | ﹤0.01% | 3351 |
|
|
2017
Q4 | $2.27M | Buy |
15,201
+12,292
| +423% | +$1.83M | ﹤0.01% | 3245 |
|
|
2017
Q3 | $389K | Buy |
2,909
+209
| +8% | +$27.9K | ﹤0.01% | 4369 |
|
|
2017
Q2 | $633K | Buy |
2,700
+529
| +24% | +$124K | ﹤0.01% | 3975 |
|
|
2017
Q1 | $587K | Sell |
2,171
-1,526
| -41% | -$413K | ﹤0.01% | 4043 |
|
|
2016
Q4 | $1.45M | Buy |
3,697
+2,673
| +261% | +$1.05M | ﹤0.01% | 3358 |
|
|
2016
Q3 | $334K | Sell |
1,024
-5,177
| -83% | -$1.69M | ﹤0.01% | 4044 |
|
|
2016
Q2 | $1.54M | Buy |
6,201
+792
| +15% | +$197K | ﹤0.01% | 3124 |
|
|
2016
Q1 | $1.64M | Buy |
5,409
+4,794
| +780% | +$1.46M | ﹤0.01% | 3030 |
|
|
2015
Q4 | $196K | Sell |
615
-1
| -0.2% | -$319 | ﹤0.01% | 4316 |
|
|
2015
Q3 | $197K | Sell |
616
-115
| -16% | -$36.8K | ﹤0.01% | 4329 |
|
|
2015
Q2 | $294K | Buy |
731
+523
| +251% | +$210K | ﹤0.01% | 4266 |
|
|
2015
Q1 | $81K | Buy |
208
+11
| +6% | +$4.28K | ﹤0.01% | 4659 |
|
|
2014
Q4 | $79K | Hold |
197
| – | – | ﹤0.01% | 4671 |
|
|
2014
Q3 | $75K | Sell |
197
-74
| -27% | -$28.2K | ﹤0.01% | 4663 |
|
|
2014
Q2 | $111K | Buy |
271
+113
| +72% | +$46.3K | ﹤0.01% | 4528 |
|
|
2014
Q1 | $67K | Buy |
158
+5
| +3% | +$2.12K | ﹤0.01% | 4725 |
|
|
2013
Q4 | $64K | Sell |
153
-565
| -79% | -$236K | ﹤0.01% | 4595 |
|
|
2013
Q3 | $286K | Sell |
718
-117
| -14% | -$46.6K | ﹤0.01% | 3992 |
|
|
2013
Q2 | $316K | Buy |
+835
| New | +$316K | ﹤0.01% | 3874 |
|