CrestPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $995K | Sell |
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|
2017
Q3 | $1.84M | Buy |
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|
2017
Q2 | $1.8M | Buy |
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|
2017
Q1 | $1.8M | Buy |
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|
2016
Q4 | $1.75M | Sell |
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|
2016
Q3 | $1.69M | Sell |
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|
2016
Q2 | $1.81M | Sell |
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|
2016
Q1 | $1.86M | Sell |
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|
2015
Q4 | $3.53M | Hold |
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|
2015
Q3 | $3.33M | Sell |
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|
2015
Q2 | $3.79M | Sell |
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|
2015
Q1 | $3.67M | Sell |
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|
2014
Q4 | $3.74M | Sell |
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|
2014
Q3 | $3.55M | Sell |
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|
2014
Q2 | $3.69M | Buy |
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|
2014
Q1 | $2.09M | Buy |
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|
2013
Q4 | $1.88M | Buy |
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