Raab & Moskowitz Asset 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
2020
Q1
Sell
-771
Closed -$41K 512
2019
Q4
$41K Buy
+771
New +$40.4K 0.02% 275
2019
Q2
Sell
-5,319
Closed -$257K 168
2019
Q1
$257K Hold
5,319
0.12% 141
2018
Q4
$245K Sell
5,319
-3,541
-40% -$181K 0.12% 143
2018
Q3
$465K Sell
8,860
-5,176
-37% -$296K 0.19% 112
2018
Q2
$778K Sell
14,036
-1,042
-7% -$55.8K 0.37% 78
2018
Q1
$790K Sell
15,078
-852
-5% -$50.6K 0.39% 75
2017
Q4
$966K Sell
15,930
-1,528
-9% -$86.3K 0.47% 66
2017
Q3
$980K Sell
17,458
-9,290
-35% -$494K 0.47% 68
2017
Q2
$1.39M Sell
26,748
-11,852
-31% -$635K 0.69% 51
2017
Q1
$2.15M Sell
38,600
-2,969
-7% -$168K 1.12% 26
2016
Q4
$2.29M Sell
41,569
-4,985
-11% -$251K 1.24% 25
2016
Q3
$2.06M Buy
46,554
+6,344
+16% +$304K 1.16% 25
2016
Q2
$1.9M Sell
40,210
-747
-2% -$36.4K 1.08% 27
2016
Q1
$1.98M Buy
40,957
+1,823
+5% +$89.3K 1.18% 27
2015
Q4
$2.13M Buy
39,134
+1,153
+3% +$62.6K 1.27% 29
2015
Q3
$1.95M Buy
37,981
+6,840
+22% +$376K 1.26% 30
2015
Q2
$1.75M Sell
31,141
-2,646
-8% -$148K 1.08% 39
2015
Q1
$1.84M Sell
33,787
-200
-0.6% -$10.8K 1.12% 36
2014
Q4
$1.86M Sell
33,987
-540
-2% -$28.6K 1.07% 34
2014
Q3
$1.79M Sell
34,527
-867
-2% -$44.6K 0.87% 43
2014
Q2
$1.86M Sell
35,394
-350
-1% -$17.6K 0.89% 36
2014
Q1
$1.78M Buy
35,744
+665
+2% +$31K 0.98% 31
2013
Q4
$1.59M Buy
+35,079
New +$1.52M 0.91% 36

Other funds holding WFC