LVP
WFC.WS
Limestone Value Partners’s Wells Fargo & Company Ws WFC.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $2.66M | Buy |
212,856
+90,000
| +73% | +$1.12M | 4.15% | 12 |
|
|
2016
Q2 | $1.67M | Buy |
122,856
+40,000
| +48% | +$545K | 2.38% | 17 |
|
|
2016
Q1 | $1.3M | Sell |
82,856
-43,241
| -34% | -$677K | 1.96% | 20 |
|
|
2015
Q4 | $2.58M | Buy |
126,097
+8,400
| +7% | +$172K | 2.41% | 17 |
|
|
2015
Q3 | $2.13M | Sell |
117,697
-20,000
| -15% | -$362K | 2.6% | 14 |
|
|
2015
Q2 | $3.1M | Hold |
137,697
| – | – | 3.3% | 14 |
|
|
2015
Q1 | $2.82M | Buy |
137,697
+35,500
| +35% | +$727K | 2.86% | 15 |
|
|
2014
Q4 | $2.18M | Buy |
+102,197
| New | +$2.18M | 1.91% | 21 |
|