Farmhouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-394,340
| Closed | -$20.7M | – | 20 |
|
|
2018
Q1 | $20.7M | Hold |
394,340
| – | – | 14% | 2 |
|
|
2017
Q4 | $23.9M | Buy |
394,340
+125,115
| +46% | +$7.59M | 14.92% | 1 |
|
|
2017
Q3 | $14.8M | Hold |
269,225
| – | – | 6.89% | 6 |
|
|
2017
Q2 | $14.9M | Hold |
269,225
| – | – | 7.1% | 6 |
|
|
2017
Q1 | $14.5M | Buy |
+269,225
| New | +$14.5M | 7.19% | 5 |
|