MPMG
Minneapolis Portfolio Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,383
| Closed | -$409K | – | 28 |
|
|
2018
Q2 | $409K | Buy |
7,383
+383
| +5% | +$21.2K | 0.05% | 26 |
|
|
2018
Q1 | $367K | Buy |
+7,000
| New | +$367K | 0.05% | 26 |
|
|
2014
Q4 | – | Sell |
-3,970
| Closed | -$206K | – | 31 |
|
|
2014
Q3 | $206K | Sell |
3,970
-2,000
| -34% | -$104K | 0.03% | 26 |
|
|
2014
Q2 | $314K | Sell |
5,970
-2,000
| -25% | -$105K | 0.04% | 27 |
|
|
2014
Q1 | $396K | Hold |
7,970
| – | – | 0.05% | 28 |
|
|
2013
Q4 | $362K | Hold |
7,970
| – | – | 0.04% | 27 |
|
|
2013
Q3 | $329K | Sell |
7,970
-4,000
| -33% | -$165K | 0.04% | 25 |
|
|
2013
Q2 | $494K | Buy |
+11,970
| New | +$494K | 0.07% | 26 |
|