Capstone Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $17.1M | Sell |
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|
2017
Q1 | $18.8M | Sell |
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|
2016
Q4 | $18.8M | Sell |
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|
2016
Q3 | $16.5M | Sell |
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|
2016
Q2 | $27.3M | Buy |
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|
2016
Q1 | $27.5M | Buy |
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|
2015
Q4 | $30.9M | Buy |
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|
2015
Q3 | $27.1M | Buy |
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|
2015
Q2 | $22.3M | Buy |
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|
2015
Q1 | $20.5M | Buy |
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|
2014
Q4 | $20.5M | Buy |
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|
2014
Q3 | $18M | Sell |
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|
2014
Q2 | $18.3M | Sell |
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|
2014
Q1 | $21.3M | Sell |
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|
2013
Q4 | $23.5M | Sell |
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|
2013
Q3 | $33.4M | Sell |
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|
2013
Q2 | $37.7M | Buy |
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