Jay D. Rosenbaum’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
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $473K | Sell |
|
|||||
|
2019
Q1 | $498K | Sell |
|
|||||
|
2018
Q4 | $558K | Sell |
|
|||||
|
2018
Q3 | $638K | Hold |
|
|||||
|
2018
Q2 | $673K | Hold |
|
|||||
|
2018
Q1 | $635K | Sell |
|
|||||
|
2017
Q4 | $793K | Hold |
|
|||||
|
2017
Q3 | $721K | Hold |
|
|||||
|
2017
Q2 | $725K | Buy |
|
|||||
|
2017
Q1 | $622K | Buy |
|
|||||
|
2016
Q4 | $561K | Buy |
|
|||||
|
2016
Q3 | $442K | Buy |
|
|||||
|
2016
Q2 | $432K | Buy |
|
|||||
|
2016
Q1 | $305K | Buy |
|