Dinsmore Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $1.14M | Hold |
22,200
| – | – | 0.5% | 97 |
|
2015
Q2 | $1.25M | Hold |
22,200
| – | – | 0.49% | 98 |
|
2015
Q1 | $1.21M | Hold |
22,200
| – | – | 0.47% | 97 |
|
2014
Q4 | $1.22M | Hold |
22,200
| – | – | 0.48% | 96 |
|
2014
Q3 | $1.15M | Hold |
22,200
| – | – | 0.45% | 97 |
|
2014
Q2 | $1.17M | Buy |
22,200
+12,000
| +118% | +$631K | 0.45% | 98 |
|
2014
Q1 | $507K | Buy |
+10,200
| New | +$507K | 0.2% | 132 |
|