Catamount Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $58K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $95K | Hold |
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|
2017
Q3 | $87K | Hold |
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|
2017
Q2 | $87K | Sell |
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|
2017
Q1 | $104K | Buy |
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|
2016
Q4 | $98K | Hold |
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|
2016
Q3 | $80K | Hold |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $86K | Buy |
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|
2015
Q4 | $80K | Hold |
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|
2015
Q3 | $76K | Hold |
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|
2015
Q2 | $83K | Hold |
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|
2015
Q1 | $80K | Hold |
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|
2014
Q4 | $81K | Buy |
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