Gardner Russo & Quinn’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
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2018
Q2 | $1.8M | Sell |
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2018
Q1 | $1.95M | Sell |
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2017
Q4 | $3.5M | Sell |
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2017
Q3 | $2.91M | Hold |
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2017
Q2 | $3M | Sell |
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2017
Q1 | $3.36M | Sell |
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2016
Q4 | $4.76M | Sell |
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2016
Q3 | $3.35M | Buy |
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2016
Q2 | $3.51M | Buy |
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2016
Q1 | $3.96M | Buy |
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2015
Q4 | $4.13M | Sell |
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2015
Q3 | $3.67M | Hold |
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2015
Q2 | $4.56M | Buy |
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2015
Q1 | $3.64M | Hold |
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2014
Q4 | $3.8M | Hold |
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2014
Q3 | $3.58M | Hold |
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2014
Q2 | $3.84M | Hold |
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2014
Q1 | $3.31M | Hold |
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2013
Q4 | $2.83M | Hold |
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2013
Q3 | $2.5M | Hold |
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2013
Q2 | $2.43M | Buy |
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