Wills Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-44,864
| Closed | -$2.12M | – | 76 |
|
|
2016
Q2 | $2.12M | Buy |
44,864
+4,838
| +12% | +$229K | 1.77% | 19 |
|
|
2016
Q1 | $1.94M | Buy |
40,026
+2,396
| +6% | +$116K | 1.67% | 22 |
|
|
2015
Q4 | $2.05M | Buy |
37,630
+8,078
| +27% | +$439K | 1.8% | 19 |
|
|
2015
Q3 | $1.52M | Buy |
29,552
+9,022
| +44% | +$463K | 1.4% | 27 |
|
|
2015
Q2 | $1.15M | Buy |
20,530
+3,232
| +19% | +$182K | 0.98% | 33 |
|
|
2015
Q1 | $940K | Buy |
17,298
+2,584
| +18% | +$140K | 0.77% | 39 |
|
|
2014
Q4 | $806K | Buy |
14,714
+38
| +0.3% | +$2.08K | 0.65% | 39 |
|
|
2014
Q3 | $761K | Buy |
14,676
+414
| +3% | +$21.5K | 0.64% | 43 |
|
|
2014
Q2 | $750K | Buy |
14,262
+1,356
| +11% | +$71.3K | 0.62% | 45 |
|
|
2014
Q1 | $641K | Buy |
12,906
+92
| +0.7% | +$4.57K | 0.61% | 44 |
|
|
2013
Q4 | $581K | Buy |
+12,814
| New | +$581K | 0.6% | 45 |
|