Courant Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-183,125
| Closed | -$9.63M | – | 15 |
|
|
2018
Q3 | $9.63M | Hold |
183,125
| – | – | 5.76% | 7 |
|
|
2018
Q2 | $10.2M | Hold |
183,125
| – | – | 6.02% | 8 |
|
|
2018
Q1 | $9.6M | Hold |
183,125
| – | – | 6% | 7 |
|
|
2017
Q4 | $11.1M | Hold |
183,125
| – | – | 7.02% | 6 |
|
|
2017
Q3 | $10.1M | Sell |
183,125
-70,000
| -28% | -$3.86M | 7.16% | 8 |
|
|
2017
Q2 | $14M | Hold |
253,125
| – | – | 10.83% | 4 |
|
|
2017
Q1 | $14.1M | Hold |
253,125
| – | – | 12.42% | 3 |
|
|
2016
Q4 | $14M | Buy |
+253,125
| New | +$14M | 13.26% | 3 |
|