J.V. Bruni & 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
2019
Q4
Sell
2019
Q3
$388K Sell
2019
Q2
$375K Hold
2019
Q1
$383K Sell
2018
Q4
$461K Hold
2018
Q3
$526K Hold
2018
Q2
$554K Buy
2016
Q4
Sell
2016
Q3
$16.1M Buy
2016
Q2
$16.9M Sell
2016
Q1
$17.3M Sell
2015
Q4
$19.8M Sell
2015
Q3
$19.6M Sell
2015
Q2
$21.6M Buy
2015
Q1
$20.7M Buy
2014
Q4
$20.5M Sell
2014
Q3
$22.1M Hold
2014
Q2
$22.4M Sell
2014
Q1
$21.7M Sell
2013
Q4
$19.8M Buy
2013
Q3
$18M Sell
2013
Q2
$18M Buy