Pinnacle Summer Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $329K | Sell |
6,208
-3,375
| -35% | -$179K | 0.05% | 161 |
|
|
2015
Q3 | $482K | Buy |
9,583
+8,438
| +737% | +$424K | 0.08% | 182 |
|
|
2015
Q2 | $65K | Sell |
1,145
-8,711
| -88% | -$495K | 0.01% | 285 |
|
|
2015
Q1 | $547K | Sell |
9,856
-6,010
| -38% | -$334K | 0.08% | 190 |
|
|
2014
Q4 | $861K | Sell |
15,866
-352
| -2% | -$19.1K | 0.11% | 151 |
|
|
2014
Q3 | $841K | Buy |
16,218
+101
| +0.6% | +$5.24K | 0.09% | 153 |
|
|
2014
Q2 | $841K | Buy |
16,117
+260
| +2% | +$13.6K | 0.1% | 145 |
|
|
2014
Q1 | $788K | Buy |
15,857
+1,275
| +9% | +$63.4K | 0.1% | 133 |
|
|
2013
Q4 | $662K | Buy |
14,582
+582
| +4% | +$26.4K | 0.09% | 136 |
|
|
2013
Q3 | $578K | Buy |
14,000
+4,246
| +44% | +$175K | 0.1% | 133 |
|
|
2013
Q2 | $403K | Buy |
+9,754
| New | +$403K | 0.1% | 148 |
|