Carret Asset Management’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $236K | Hold |
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|
2016
Q2 | $258K | Hold |
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|
2016
Q1 | $297K | Hold |
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|
2015
Q4 | $388K | Sell |
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|
2015
Q3 | $361K | Hold |
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|
2015
Q2 | $449K | Hold |
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|
2015
Q1 | $409K | Hold |
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|
2014
Q4 | $426K | Sell |
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|
2014
Q3 | $452K | Hold |
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|
2014
Q2 | $484K | Hold |
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|
2014
Q1 | $418K | Hold |
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|
2013
Q4 | $357K | Buy |
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|
2013
Q3 | $301K | Buy |
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