PC
WFC.WS
Pecaut & Co’s Wells Fargo & Company Ws WFC.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-37,600
| Closed | -$725K | – | 76 |
|
|
2018
Q3 | $725K | Sell |
37,600
-12,700
| -25% | -$245K | 0.5% | 35 |
|
|
2018
Q2 | $1.11M | Sell |
50,300
-300
| -0.6% | -$6.61K | 0.81% | 28 |
|
|
2018
Q1 | $972K | Sell |
50,600
-1,500
| -3% | -$28.8K | 0.74% | 30 |
|
|
2017
Q4 | $1.43M | Buy |
52,100
+15,900
| +44% | +$437K | 1.05% | 29 |
|
|
2017
Q3 | $780K | Hold |
36,200
| – | – | 0.64% | 32 |
|
|
2017
Q2 | $804K | Hold |
36,200
| – | – | 0.67% | 33 |
|
|
2017
Q1 | $803K | Hold |
36,200
| – | – | 0.72% | 32 |
|
|
2016
Q4 | $772K | Hold |
36,200
| – | – | 0.75% | 31 |
|
|
2016
Q3 | $452K | Buy |
36,200
+4,000
| +12% | +$49.9K | 0.49% | 35 |
|
|
2016
Q2 | $439K | Hold |
32,200
| – | – | 0.45% | 38 |
|
|
2016
Q1 | $504K | Hold |
32,200
| – | – | 0.51% | 35 |
|
|
2015
Q4 | $660K | Hold |
32,200
| – | – | 0.68% | 34 |
|
|
2015
Q3 | $582K | Sell |
32,200
-2,500
| -7% | -$45.2K | 0.6% | 34 |
|
|
2015
Q2 | $780K | Buy |
34,700
+1,000
| +3% | +$22.5K | 0.75% | 31 |
|
|
2015
Q1 | $691K | Hold |
33,700
| – | – | 0.68% | 28 |
|
|
2014
Q4 | $720K | Buy |
33,700
+700
| +2% | +$15K | 0.68% | 31 |
|
|
2014
Q3 | $665K | Buy |
+33,000
| New | +$665K | 0.65% | 30 |
|