Gyrus 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 |
-179,274
| Closed | -$9.75M | – | 84 |
|
|
2015
Q1 | $9.75M | Buy |
179,274
+6,075
| +4% | +$330K | 1.62% | 17 |
|
|
2014
Q4 | $9.5M | Buy |
173,199
+800
| +0.5% | +$43.9K | 1.57% | 18 |
|
|
2014
Q3 | $8.94M | Buy |
172,399
+12,025
| +7% | +$624K | 1.57% | 17 |
|
|
2014
Q2 | $8.43M | Buy |
160,374
+149,900
| +1,431% | +$7.88M | 1.51% | 22 |
|
|
2014
Q1 | $575K | Sell |
10,474
-2,189
| -17% | -$120K | 0.1% | 97 |
|
|
2013
Q4 | $611K | Sell |
12,663
-138,029
| -92% | -$6.66M | 0.13% | 87 |
|
|
2013
Q3 | $6.4M | Buy |
150,692
+89
| +0.1% | +$3.78K | 1.4% | 28 |
|
|
2013
Q2 | $6.56M | Buy |
+150,603
| New | +$6.56M | 1.48% | 27 |
|