Compass Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $271K | Sell |
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|
2018
Q2 | $372K | Sell |
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|
2018
Q1 | $375K | Sell |
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|
2017
Q4 | $537K | Hold |
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|
2017
Q3 | $489K | Hold |
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|
2017
Q2 | $491K | Hold |
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|
2017
Q1 | $493K | Sell |
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|
2016
Q4 | $1.07M | Buy |
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|
2016
Q3 | $561K | Hold |
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|
2016
Q2 | $600K | Sell |
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|
2016
Q1 | $681K | Sell |
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|
2015
Q4 | $808K | Hold |
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|
2015
Q3 | $763K | Hold |
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|
2015
Q2 | $836K | Hold |
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|
2015
Q1 | $808K | Sell |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $962K | Hold |
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|
2014
Q2 | $975K | Sell |
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|
2014
Q1 | $953K | Sell |
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|
2013
Q4 | $969K | Hold |
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|
2013
Q3 | $882K | Sell |
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|
2013
Q2 | $948K | Buy |
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