WEC
Winslow Evans & Crocker’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $851K | Buy |
28,171
+5,650
| +25% | +$171K | 0.16% | 142 |
|
|
2020
Q3 | $529K | Sell |
22,521
-1,820
| -7% | -$42.8K | 0.13% | 157 |
|
|
2020
Q2 | $623K | Buy |
24,341
+733
| +3% | +$18.8K | 0.17% | 129 |
|
|
2020
Q1 | $680K | Buy |
23,608
+1,430
| +6% | +$41.2K | 0.22% | 92 |
|
|
2019
Q4 | $1.2M | Sell |
22,178
-286
| -1% | -$15.4K | 0.3% | 78 |
|
|
2019
Q3 | $1.14M | Buy |
22,464
+140
| +0.6% | +$7.08K | 0.32% | 76 |
|
|
2019
Q2 | $1.06M | Buy |
22,324
+7,592
| +52% | +$360K | 0.3% | 79 |
|
|
2019
Q1 | $714K | Buy |
14,732
+792
| +6% | +$38.4K | 0.2% | 112 |
|
|
2018
Q4 | $644K | Sell |
13,940
-100
| -0.7% | -$4.62K | 0.22% | 104 |
|
|
2018
Q3 | $740K | Sell |
14,040
-1,092
| -7% | -$57.6K | 0.22% | 103 |
|
|
2018
Q2 | $840K | Sell |
15,132
-208
| -1% | -$11.5K | 0.26% | 90 |
|
|
2018
Q1 | $804K | Sell |
15,340
-200
| -1% | -$10.5K | 0.26% | 89 |
|
|
2017
Q4 | $943K | Buy |
15,540
+650
| +4% | +$39.4K | 0.3% | 77 |
|
|
2017
Q3 | $821K | Sell |
14,890
-1,099
| -7% | -$60.6K | 0.27% | 82 |
|
|
2017
Q2 | $886K | Sell |
15,989
-1,247
| -7% | -$69.1K | 0.24% | 94 |
|
|
2017
Q1 | $959K | Sell |
17,236
-1,516
| -8% | -$84.4K | 0.3% | 68 |
|
|
2016
Q4 | $1.03M | Sell |
18,752
-1,200
| -6% | -$66.1K | 0.32% | 71 |
|
|
2016
Q3 | $883K | Buy |
19,952
+320
| +2% | +$14.2K | 0.25% | 89 |
|
|
2016
Q2 | $929K | Buy |
19,632
+3,465
| +21% | +$164K | 0.28% | 87 |
|
|
2016
Q1 | $782K | Buy |
16,167
+663
| +4% | +$32.1K | 0.24% | 97 |
|
|
2015
Q4 | $843K | Buy |
15,504
+278
| +2% | +$15.1K | 0.24% | 94 |
|
|
2015
Q3 | $782K | Buy |
15,226
+58
| +0.4% | +$2.98K | 0.25% | 91 |
|
|
2015
Q2 | $853K | Buy |
15,168
+422
| +3% | +$23.7K | 0.24% | 97 |
|
|
2015
Q1 | $802K | Hold |
14,746
| – | – | 0.23% | 100 |
|
|
2014
Q4 | $808K | Sell |
14,746
-774
| -5% | -$42.4K | 0.23% | 96 |
|
|
2014
Q3 | $805K | Buy |
15,520
+683
| +5% | +$35.4K | 0.23% | 111 |
|
|
2014
Q2 | $780K | Buy |
14,837
+64
| +0.4% | +$3.36K | 0.26% | 102 |
|
|
2014
Q1 | $735K | Hold |
14,773
| – | – | 0.25% | 96 |
|
|
2013
Q4 | $671K | Buy |
+14,773
| New | +$671K | 0.23% | 105 |
|