Catamount Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $58K | Buy |
+1,200
| New | +$58K | 0.03% | 82 |
|
|
2018
Q1 | – | Sell |
-1,573
| Closed | -$95K | – | 201 |
|
|
2017
Q4 | $95K | Hold |
1,573
| – | – | 0.05% | 55 |
|
|
2017
Q3 | $87K | Hold |
1,573
| – | – | 0.05% | 56 |
|
|
2017
Q2 | $87K | Sell |
1,573
-300
| -16% | -$16.6K | 0.05% | 65 |
|
|
2017
Q1 | $104K | Buy |
1,873
+100
| +6% | +$5.55K | 0.07% | 54 |
|
|
2016
Q4 | $98K | Hold |
1,773
| – | – | 0.08% | 48 |
|
|
2016
Q3 | $80K | Hold |
1,773
| – | – | 0.07% | 52 |
|
|
2016
Q2 | $84K | Hold |
1,773
| – | – | 0.1% | 35 |
|
|
2016
Q1 | $86K | Buy |
1,773
+298
| +20% | +$14.5K | 0.1% | 37 |
|
|
2015
Q4 | $80K | Hold |
1,475
| – | – | 0.07% | 35 |
|
|
2015
Q3 | $76K | Hold |
1,475
| – | – | 0.08% | 36 |
|
|
2015
Q2 | $83K | Hold |
1,475
| – | – | 0.06% | 50 |
|
|
2015
Q1 | $80K | Hold |
1,475
| – | – | 0.07% | 44 |
|
|
2014
Q4 | $81K | Buy |
+1,475
| New | +$81K | 0.08% | 41 |
|