Groesbeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,300
| Closed | -$288K | – | 95 |
|
|
2015
Q1 | $288K | Hold |
5,300
| – | – | 0.14% | 78 |
|
|
2014
Q4 | $291K | Hold |
5,300
| – | – | 0.14% | 81 |
|
|
2014
Q3 | $275K | Hold |
5,300
| – | – | 0.13% | 79 |
|
|
2014
Q2 | $279K | Hold |
5,300
| – | – | 0.12% | 80 |
|
|
2014
Q1 | $264K | Hold |
5,300
| – | – | 0.12% | 74 |
|
|
2013
Q4 | $241K | Hold |
5,300
| – | – | 0.1% | 76 |
|
|
2013
Q3 | $219K | Hold |
5,300
| – | – | 0.09% | 70 |
|
|
2013
Q2 | $219K | Buy |
+5,300
| New | +$219K | 0.09% | 66 |
|