J.M. Forbes & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10.4M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $6.62M | Buy |
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|
2016
Q1 | $6.63M | Buy |
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|
2015
Q4 | $7.41M | Sell |
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|
2015
Q3 | $7.03M | Buy |
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|
2015
Q2 | $7.69M | Sell |
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|
2015
Q1 | $7.66M | Sell |
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|
2014
Q4 | $7.84M | Buy |
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|
2014
Q3 | $7.43M | Buy |
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|
2014
Q2 | $7.49M | Buy |
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|
2014
Q1 | $7.03M | Sell |
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|
2013
Q4 | $6.53M | Buy |
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|
2013
Q3 | $5.92M | Buy |
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|
2013
Q2 | $2.98M | Buy |
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