EA
WFC.WS
Echinus Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-161,165
| Closed | -$3.48M | – | 10 |
|
|
2017
Q3 | $3.48M | Sell |
161,165
-219,606
| -58% | -$4.74M | 0.82% | 9 |
|
|
2017
Q2 | $8.45M | Hold |
380,771
| – | – | 2.22% | 7 |
|
|
2017
Q1 | $8.45M | Buy |
380,771
+22,670
| +6% | +$503K | 2.44% | 7 |
|
|
2016
Q4 | $7.64M | Buy |
358,101
+16,000
| +5% | +$341K | 2.48% | 8 |
|
|
2016
Q3 | $4.27M | Hold |
342,101
| – | – | 1.52% | 8 |
|
|
2016
Q2 | $4.66M | Hold |
342,101
| – | – | 1.68% | 10 |
|
|
2016
Q1 | $5.35M | Hold |
342,101
| – | – | 1.76% | 9 |
|
|
2015
Q4 | $7.01M | Hold |
342,101
| – | – | 2.43% | 9 |
|
|
2015
Q3 | $6.19M | Buy |
342,101
+138,250
| +68% | +$2.5M | 2.21% | 10 |
|
|
2015
Q2 | $4.59M | Hold |
203,851
| – | – | 1.72% | 10 |
|
|
2015
Q1 | $4.18M | Buy |
203,851
+24,690
| +14% | +$506K | 1.72% | 9 |
|
|
2014
Q4 | $3.83M | Buy |
+179,161
| New | +$3.83M | 2.08% | 9 |
|