Independent Investors Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-23,400
| Closed | -$1.3M | – | 80 |
|
|
2017
Q2 | $1.3M | Sell |
23,400
-1,800
| -7% | -$99.7K | 0.56% | 44 |
|
|
2017
Q1 | $1.4M | Sell |
25,200
-200
| -0.8% | -$11.1K | 0.6% | 40 |
|
|
2016
Q4 | $1.4M | Sell |
25,400
-1,900
| -7% | -$105K | 0.65% | 41 |
|
|
2016
Q3 | $1.21M | Hold |
27,300
| – | – | 0.56% | 43 |
|
|
2016
Q2 | $1.29M | Buy |
27,300
+700
| +3% | +$33.1K | 0.63% | 41 |
|
|
2016
Q1 | $1.29M | Buy |
+26,600
| New | +$1.29M | 0.62% | 42 |
|