Banyan Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $20.9M | Sell |
402,640
-8,023
| -2% | -$416K | 1.77% | 4 |
|
|
2014
Q2 | $21.6M | Sell |
410,663
-20,055
| -5% | -$1.05M | 1.82% | 4 |
|
|
2014
Q1 | $21.4M | Sell |
430,718
-17,916
| -4% | -$891K | 1.85% | 5 |
|
|
2013
Q4 | $20.4M | Buy |
448,634
+160,271
| +56% | +$7.28M | 1.43% | 8 |
|
|
2013
Q3 | $11.9M | Buy |
288,363
+53,552
| +23% | +$2.21M | 1.05% | 13 |
|
|
2013
Q2 | $9.69M | Buy |
+234,811
| New | +$9.69M | 1.91% | 6 |
|