Parasol Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $56K | Hold |
|
|||||
|
2016
Q4 | $55K | Sell |
|
|||||
|
2016
Q3 | $81K | Buy |
|
|||||
|
2016
Q2 | $75K | Hold |
|
|||||
|
2016
Q1 | $77K | Hold |
|
|||||
|
2015
Q4 | $86K | Buy |
|
|||||
|
2015
Q3 | $77K | Sell |
|
|||||
|
2015
Q2 | $146K | Buy |
|
|||||
|
2015
Q1 | $87K | Hold |
|
|||||
|
2014
Q4 | $88K | Hold |
|
|||||
|
2014
Q3 | $83K | Buy |
|
|||||
|
2014
Q2 | $69K | Buy |
|
|||||
|
2014
Q1 | $47K | Hold |
|
|||||
|
2013
Q4 | $43K | Buy |
|