West Oak Capital’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-27
| Closed | -$693 | – | 379 |
|
|
2017
Q4 | $693 | Hold |
27
| – | – | ﹤0.01% | 287 |
|
|
2017
Q3 | $689 | Hold |
27
| – | – | ﹤0.01% | 324 |
|
|
2017
Q2 | $700 | Hold |
27
| – | – | ﹤0.01% | 340 |
|
|
2017
Q1 | $708 | Hold |
27
| – | – | ﹤0.01% | 362 |
|
|
2016
Q4 | $714 | Hold |
27
| – | – | ﹤0.01% | 333 |
|
|
2016
Q3 | $729 | Hold |
27
| – | – | ﹤0.01% | 365 |
|
|
2016
Q2 | $750 | Hold |
27
| – | – | ﹤0.01% | 323 |
|
|
2016
Q1 | $757 | Hold |
27
| – | – | ﹤0.01% | 261 |
|
|
2015
Q4 | $758 | Hold |
27
| – | – | ﹤0.01% | 270 |
|
|
2015
Q3 | $744 | Hold |
27
| – | – | ﹤0.01% | 275 |
|
|
2015
Q2 | $761 | Hold |
27
| – | – | ﹤0.01% | 290 |
|
|
2015
Q1 | $790 | Hold |
27
| – | – | ﹤0.01% | 292 |
|
|
2014
Q4 | $788 | Hold |
27
| – | – | ﹤0.01% | 298 |
|
|
2014
Q3 | $784 | Hold |
27
| – | – | ﹤0.01% | 287 |
|
|
2014
Q2 | $803 | Hold |
27
| – | – | ﹤0.01% | 281 |
|
|
2014
Q1 | $787 | Sell |
27
-27
| -50% | -$787 | ﹤0.01% | 278 |
|
|
2013
Q4 | $1.51K | Hold |
54
| – | – | ﹤0.01% | 266 |
|
|
2013
Q3 | $1.53K | Hold |
54
| – | – | ﹤0.01% | 265 |
|
|
2013
Q2 | $1.56K | Buy |
+54
| New | +$1.56K | ﹤0.01% | 262 |
|