HCM
WFC.WS
Hutner Capital Management’s Wells Fargo & Company Ws WFC.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-17,455
| Closed | -$336K | – | 48 |
|
|
2018
Q3 | $336K | Hold |
17,455
| – | – | 0.24% | 36 |
|
|
2018
Q2 | $384K | Buy |
17,455
+2,405
| +16% | +$52.9K | 0.3% | 34 |
|
|
2018
Q1 | $289K | Buy |
15,050
+3,075
| +26% | +$59K | 0.23% | 36 |
|
|
2017
Q4 | $329K | Hold |
11,975
| – | – | 0.23% | 37 |
|
|
2017
Q3 | $258K | Buy |
11,975
+150
| +1% | +$3.23K | 0.2% | 41 |
|
|
2017
Q2 | $263K | Buy |
11,825
+100
| +0.9% | +$2.22K | 0.2% | 40 |
|
|
2017
Q1 | $260K | Hold |
11,725
| – | – | 0.21% | 40 |
|
|
2016
Q4 | $250K | Buy |
11,725
+500
| +4% | +$10.7K | 0.21% | 40 |
|
|
2016
Q3 | $140K | Buy |
+11,225
| New | +$140K | 0.12% | 41 |
|