Norman Fields Gottscho Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,480
| Closed | -$456K | – | 74 |
|
|
2019
Q4 | $456K | Buy |
8,480
+200
| +2% | +$10.8K | 0.22% | 55 |
|
|
2019
Q3 | $418K | Sell |
8,280
-3,200
| -28% | -$162K | 0.21% | 56 |
|
|
2019
Q2 | $543K | Buy |
11,480
+500
| +5% | +$23.7K | 0.27% | 53 |
|
|
2019
Q1 | $531K | Buy |
+10,980
| New | +$531K | 0.28% | 52 |
|
|
2017
Q3 | – | Sell |
-4,175
| Closed | -$231K | – | 78 |
|
|
2017
Q2 | $231K | Sell |
4,175
-878
| -17% | -$48.6K | 0.14% | 65 |
|
|
2017
Q1 | $281K | Sell |
5,053
-110
| -2% | -$6.12K | 0.18% | 62 |
|
|
2016
Q4 | $285K | Sell |
5,163
-3,900
| -43% | -$215K | 0.19% | 60 |
|
|
2016
Q3 | $401K | Sell |
9,063
-850
| -9% | -$37.6K | 0.27% | 54 |
|
|
2016
Q2 | $469K | Buy |
+9,913
| New | +$469K | 0.33% | 49 |
|