Emerson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $469K | Sell |
9,689
-259
| -3% | -$12.5K | 0.09% | 96 |
|
|
2015
Q4 | $541K | Buy |
9,948
+291
| +3% | +$15.8K | 0.11% | 87 |
|
|
2015
Q3 | $496K | Buy |
9,657
+294
| +3% | +$15.1K | 0.1% | 93 |
|
|
2015
Q2 | $526K | Sell |
9,363
-117
| -1% | -$6.57K | 0.1% | 97 |
|
|
2015
Q1 | $516K | Buy |
9,480
+1,295
| +16% | +$70.5K | 0.09% | 109 |
|
|
2014
Q4 | $449K | Buy |
8,185
+220
| +3% | +$12.1K | 0.09% | 116 |
|
|
2014
Q3 | $413K | Sell |
7,965
-739
| -8% | -$38.3K | 0.08% | 119 |
|
|
2014
Q2 | $457K | Buy |
8,704
+163
| +2% | +$8.56K | 0.09% | 118 |
|
|
2014
Q1 | $425K | Buy |
8,541
+185
| +2% | +$9.21K | 0.09% | 112 |
|
|
2013
Q4 | $379K | Buy |
8,356
+300
| +4% | +$13.6K | 0.08% | 114 |
|
|
2013
Q3 | $333K | Sell |
8,056
-250
| -3% | -$10.3K | 0.07% | 116 |
|
|
2013
Q2 | $343K | Buy |
+8,306
| New | +$343K | 0.08% | 112 |
|