Needelman Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.53M | Sell |
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|
2018
Q1 | $3.34M | Buy |
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|
2017
Q4 | $833K | Sell |
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|
2017
Q3 | $763K | Buy |
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|
2017
Q2 | $763K | Sell |
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|
2017
Q1 | $772K | Hold |
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|
2016
Q4 | $764K | Sell |
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|
2016
Q3 | $620K | Hold |
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|
2016
Q2 | $662K | Hold |
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|
2016
Q1 | $677K | Buy |
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|
2015
Q4 | $746K | Sell |
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|
2015
Q3 | $708K | Hold |
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|
2015
Q2 | $776K | Sell |
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|
2015
Q1 | $768K | Sell |
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|
2014
Q4 | $778K | Buy |
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|
2014
Q3 | $697K | Sell |
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|
2014
Q2 | $717K | Hold |
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|
2014
Q1 | $678K | Sell |
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|
2013
Q4 | $630K | Buy |
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|
2013
Q3 | $570K | Hold |
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|
2013
Q2 | $569K | Buy |
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