Wisconsin Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-49,140
| Closed | -$2.64M | – | 61 |
|
|
2019
Q4 | $2.64M | Buy |
49,140
+20,200
| +70% | +$1.09M | 1.29% | 29 |
|
|
2019
Q3 | $1.46M | Buy |
+28,940
| New | +$1.46M | 0.78% | 42 |
|
|
2014
Q4 | $1.88M | Buy |
34,317
+14,925
| +77% | +$818K | 0.67% | 50 |
|
|
2014
Q3 | $1.01M | Buy |
19,392
+850
| +5% | +$44.1K | 0.37% | 70 |
|
|
2014
Q2 | $975K | Sell |
18,542
-200
| -1% | -$10.5K | 0.36% | 69 |
|
|
2014
Q1 | $932K | Buy |
18,742
+750
| +4% | +$37.3K | 0.36% | 68 |
|
|
2013
Q4 | $817K | Sell |
17,992
-400
| -2% | -$18.2K | 0.32% | 67 |
|
|
2013
Q3 | $760K | Hold |
18,392
| – | – | 0.32% | 64 |
|
|
2013
Q2 | $759K | Buy |
+18,392
| New | +$759K | 0.32% | 60 |
|