Parnassus Investments’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
Q1 | – | Sell |
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|
2017
Q4 | $927M | Buy |
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|
2017
Q3 | $843M | Buy |
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|
2017
Q2 | $802M | Buy |
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|
2017
Q1 | $749M | Sell |
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|
2016
Q4 | $915M | Sell |
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|
2016
Q3 | $794M | Buy |
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|
2016
Q2 | $579M | Buy |
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|
2016
Q1 | $60.5M | Buy |
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|
2015
Q4 | $51.6M | Hold |
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|
2015
Q3 | $48.8M | Sell |
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|
2015
Q2 | $61.9M | Hold |
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|
2015
Q1 | $59.8M | Buy |
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|
2014
Q4 | $49.9M | Buy |
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|
2014
Q3 | $32.4M | Hold |
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|
2014
Q2 | $32.9M | Hold |
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|
2014
Q1 | $31.1M | Hold |
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|
2013
Q4 | $28.4M | Hold |
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|
2013
Q3 | $25.8M | Sell |
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|
2013
Q2 | $26.2M | Buy |
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