HCMNY
Howard Capital Management (New York)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-162,242
| Closed | -$7.68M | – | 106 |
|
|
2016
Q2 | $7.68M | Buy |
162,242
+3,260
| +2% | +$154K | 1.48% | 35 |
|
|
2016
Q1 | $7.69M | Buy |
158,982
+3,236
| +2% | +$156K | 1.51% | 33 |
|
|
2015
Q4 | $8.47M | Sell |
155,746
-2,041
| -1% | -$111K | 1.66% | 28 |
|
|
2015
Q3 | $8.1M | Sell |
157,787
-81
| -0.1% | -$4.16K | 1.65% | 29 |
|
|
2015
Q2 | $8.88M | Sell |
157,868
-556
| -0.4% | -$31.3K | 1.69% | 26 |
|
|
2015
Q1 | $8.62M | Buy |
158,424
+465
| +0.3% | +$25.3K | 1.66% | 28 |
|
|
2014
Q4 | $8.66M | Sell |
157,959
-2,135
| -1% | -$117K | 1.66% | 28 |
|
|
2014
Q3 | $8.3M | Sell |
160,094
-515
| -0.3% | -$26.7K | 1.66% | 28 |
|
|
2014
Q2 | $8.44M | Sell |
160,609
-7,195
| -4% | -$378K | 1.66% | 30 |
|
|
2014
Q1 | $8.35M | Buy |
167,804
+7,565
| +5% | +$376K | 1.64% | 29 |
|
|
2013
Q4 | $7.28M | Buy |
160,239
+8,965
| +6% | +$407K | 1.49% | 35 |
|
|
2013
Q3 | $6.25M | Buy |
151,274
+5,909
| +4% | +$244K | 1.53% | 33 |
|
|
2013
Q2 | $6M | Buy |
+145,365
| New | +$6M | 1.57% | 29 |
|