Robert N. Shapiro’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $3.2M | Sell |
58,461
-8,048
| -12% | -$441K | 0.64% | 38 |
|
|
2014
Q3 | $3.45M | Sell |
66,509
-5,615
| -8% | -$291K | 0.65% | 36 |
|
|
2014
Q2 | $3.79M | Sell |
72,124
-10,193
| -12% | -$536K | 0.72% | 32 |
|
|
2014
Q1 | $4.1M | Sell |
82,317
-2,749
| -3% | -$137K | 0.76% | 32 |
|
|
2013
Q4 | $3.86M | Sell |
85,066
-13,719
| -14% | -$623K | 0.69% | 37 |
|
|
2013
Q3 | $4.08M | Buy |
98,785
+13,979
| +16% | +$577K | 0.72% | 35 |
|
|
2013
Q2 | $3.5M | Buy |
+84,806
| New | +$3.5M | 0.74% | 34 |
|