Edmond de Rothschild (Suisse)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $283K | Sell |
6,400
-376
| -6% | -$16.6K | 0.09% | 186 |
|
|
2016
Q2 | $321K | Buy |
6,776
+1,334
| +25% | +$63.2K | 0.11% | 149 |
|
|
2016
Q1 | $263K | Buy |
5,442
+1,940
| +55% | +$93.8K | 0.11% | 133 |
|
|
2015
Q4 | $190K | Buy |
3,502
+1,644
| +88% | +$89.2K | 0.07% | 146 |
|
|
2015
Q3 | $95K | Sell |
1,858
-218
| -11% | -$11.1K | 0.03% | 211 |
|
|
2015
Q2 | $117K | Buy |
+2,076
| New | +$117K | 0.04% | 200 |
|