Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $258K | Hold |
4,652
| – | – | 0.12% | 59 |
|
|
2017
Q1 | $259K | Hold |
4,652
| – | – | 0.12% | 64 |
|
|
2016
Q4 | $256K | Hold |
4,652
| – | – | 0.12% | 66 |
|
|
2016
Q3 | $206K | Sell |
4,652
-660
| -12% | -$29.2K | 0.1% | 73 |
|
|
2016
Q2 | $251K | Hold |
5,312
| – | – | 0.11% | 68 |
|
|
2016
Q1 | $257K | Buy |
5,312
+275
| +5% | +$13.3K | 0.12% | 69 |
|
|
2015
Q4 | $274K | Hold |
5,037
| – | – | 0.13% | 65 |
|
|
2015
Q3 | $259K | Hold |
5,037
| – | – | 0.12% | 69 |
|
|
2015
Q2 | $283K | Buy |
5,037
+785
| +18% | +$44.1K | 0.12% | 75 |
|
|
2015
Q1 | $231K | Sell |
4,252
-248
| -6% | -$13.5K | 0.1% | 80 |
|
|
2014
Q4 | $247K | Hold |
4,500
| – | – | 0.12% | 72 |
|
|
2014
Q3 | $233K | Buy |
4,500
+134
| +3% | +$6.94K | 0.11% | 72 |
|
|
2014
Q2 | $229K | Hold |
4,366
| – | – | 0.11% | 72 |
|
|
2014
Q1 | $217K | Buy |
+4,366
| New | +$217K | 0.11% | 72 |
|