WA
WFG Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.25M | Sell |
40,668
-4,566
| -10% | -$253K | 0.51% | 42 |
|
|
2017
Q1 | $2.52M | Buy |
45,234
+2,126
| +5% | +$118K | 0.67% | 31 |
|
|
2016
Q4 | $2.38M | Buy |
43,108
+9,672
| +29% | +$533K | 0.58% | 29 |
|
|
2016
Q3 | $1.48M | Buy |
33,436
+4,783
| +17% | +$212K | 0.37% | 70 |
|
|
2016
Q2 | $1.36M | Buy |
28,653
+13,499
| +89% | +$639K | 0.36% | 69 |
|
|
2016
Q1 | $733K | Sell |
15,154
-1,924
| -11% | -$93.1K | 0.21% | 115 |
|
|
2015
Q4 | $928K | Buy |
17,078
+56
| +0.3% | +$3.04K | 0.28% | 86 |
|
|
2015
Q3 | $874K | Sell |
17,022
-917
| -5% | -$47.1K | 0.27% | 84 |
|
|
2015
Q2 | $1.01M | Buy |
17,939
+4,729
| +36% | +$266K | 0.28% | 78 |
|
|
2015
Q1 | $719K | Sell |
13,210
-5,442
| -29% | -$296K | 0.2% | 117 |
|
|
2014
Q4 | $1.02M | Sell |
18,652
-757
| -4% | -$41.5K | 0.21% | 105 |
|
|
2014
Q3 | $1.01M | Sell |
19,409
-789
| -4% | -$40.9K | 0.19% | 122 |
|
|
2014
Q2 | $1.06M | Buy |
20,198
+1,608
| +9% | +$84.5K | 0.2% | 117 |
|
|
2014
Q1 | $925K | Sell |
18,590
-22,417
| -55% | -$1.12M | 0.19% | 130 |
|
|
2013
Q4 | $1.86M | Sell |
41,007
-2,478
| -6% | -$113K | 0.26% | 91 |
|
|
2013
Q3 | $1.8M | Sell |
43,485
-1,860
| -4% | -$76.9K | 0.28% | 79 |
|
|
2013
Q2 | $1.87M | Buy |
+45,345
| New | +$1.87M | 0.31% | 70 |
|