Wunderlich Capital Managemnt’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.45M | Buy |
24,396
+2,350
| +11% | +$140K | 0.65% | 55 |
|
|
2024
Q1 | $1.28M | Sell |
22,046
-968
| -4% | -$56.1K | 0.58% | 59 |
|
|
2023
Q4 | $1.13M | Buy |
23,014
+1,379
| +6% | +$67.9K | 0.51% | 59 |
|
|
2023
Q3 | $884K | Sell |
21,635
-1
| -0% | -$41 | 0.44% | 60 |
|
|
2023
Q2 | $923K | Buy |
21,636
+17,433
| +415% | +$744K | 0.45% | 60 |
|
|
2023
Q1 | $157K | Buy |
+4,203
| New | +$157K | 0.08% | 80 |
|
|
2020
Q2 | – | Sell |
-32,952
| Closed | -$946K | – | 83 |
|
|
2020
Q1 | $946K | Buy |
32,952
+137
| +0.4% | +$3.93K | 0.78% | 57 |
|
|
2019
Q4 | $1.77M | Buy |
32,815
+2,680
| +9% | +$144K | 1.11% | 49 |
|
|
2019
Q3 | $1.52M | Buy |
30,135
+291
| +1% | +$14.7K | 1.04% | 52 |
|
|
2019
Q2 | $1.41M | Buy |
29,844
+1,170
| +4% | +$55.4K | 0.94% | 61 |
|
|
2019
Q1 | $1.39M | Buy |
28,674
+883
| +3% | +$42.7K | 0.97% | 59 |
|
|
2018
Q4 | $1.28M | Buy |
27,791
+296
| +1% | +$13.6K | 0.98% | 54 |
|
|
2018
Q3 | $1.45M | Sell |
27,495
-854
| -3% | -$44.9K | 1.03% | 54 |
|
|
2018
Q2 | $1.57M | Buy |
28,349
+799
| +3% | +$44.3K | 1.09% | 52 |
|
|
2018
Q1 | $1.44M | Buy |
27,550
+140
| +0.5% | +$7.34K | 0.99% | 55 |
|
|
2017
Q4 | $1.66M | Buy |
27,410
+397
| +1% | +$24.1K | 1.15% | 41 |
|
|
2017
Q3 | $1.49M | Sell |
27,013
-70
| -0.3% | -$3.86K | 1.11% | 47 |
|
|
2017
Q2 | $1.5M | Sell |
27,083
-160
| -0.6% | -$8.87K | 1.12% | 43 |
|
|
2017
Q1 | $1.52M | Buy |
27,243
+404
| +2% | +$22.5K | 1.18% | 36 |
|
|
2016
Q4 | $1.48M | Sell |
26,839
-475
| -2% | -$26.2K | 1.2% | 39 |
|
|
2016
Q3 | $1.21M | Sell |
27,314
-1,014
| -4% | -$44.9K | 0.96% | 60 |
|
|
2016
Q2 | $1.34M | Buy |
28,328
+508
| +2% | +$24K | 1.13% | 45 |
|
|
2016
Q1 | $1.35M | Buy |
27,820
+598
| +2% | +$28.9K | 1.15% | 48 |
|
|
2015
Q4 | $1.48M | Buy |
27,222
+1,280
| +5% | +$69.6K | 1.27% | 26 |
|
|
2015
Q3 | $1.33M | Buy |
25,942
+18
| +0.1% | +$924 | 1.23% | 28 |
|
|
2015
Q2 | $1.46M | Sell |
25,924
-298
| -1% | -$16.7K | 1.41% | 20 |
|
|
2015
Q1 | $1.42M | Sell |
26,222
-314
| -1% | -$17K | 1.28% | 23 |
|
|
2014
Q4 | $1.45M | Buy |
26,536
+304
| +1% | +$16.6K | 1.23% | 28 |
|
|
2014
Q3 | $1.36M | Sell |
26,232
-20
| -0.1% | -$1.04K | 1.22% | 21 |
|
|
2014
Q2 | $1.38M | Sell |
26,252
-1,496
| -5% | -$78.6K | 1.26% | 22 |
|
|
2014
Q1 | $1.38M | Sell |
27,748
-1,784
| -6% | -$88.7K | 1.3% | 19 |
|
|
2013
Q4 | $1.34M | Buy |
+29,532
| New | +$1.34M | 1.28% | 26 |
|