SM
WFC.WS
Salzhauer Michael’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 |
-35,454
| Closed | -$683K | – | 150 |
|
|
2018
Q3 | $683K | Sell |
35,454
-8,913
| -20% | -$172K | 0.26% | 69 |
|
|
2018
Q2 | $977K | Buy |
44,367
+4,400
| +11% | +$96.9K | 0.36% | 59 |
|
|
2018
Q1 | $768K | Buy |
39,967
+2,000
| +5% | +$38.4K | 0.28% | 67 |
|
|
2017
Q4 | $1.04M | Hold |
37,967
| – | – | 0.41% | 51 |
|
|
2017
Q3 | $818K | Hold |
37,967
| – | – | 0.35% | 61 |
|
|
2017
Q2 | $843K | Sell |
37,967
-7,038
| -16% | -$156K | 0.38% | 57 |
|
|
2017
Q1 | $843K | Buy |
45,005
+7,038
| +19% | +$132K | 0.4% | 55 |
|
|
2016
Q4 | $809K | Hold |
37,967
| – | – | 0.4% | 60 |
|
|
2016
Q3 | $474K | Buy |
37,967
+6,467
| +21% | +$80.7K | 0.34% | 66 |
|
|
2016
Q2 | $429K | Hold |
31,500
| – | – | 0.35% | 65 |
|
|
2016
Q1 | $493K | Sell |
31,500
-29,500
| -48% | -$462K | 0.42% | 57 |
|
|
2015
Q4 | $1.25M | Buy |
61,000
+30,500
| +100% | +$625K | 0.93% | 30 |
|
|
2015
Q3 | $579K | Buy |
30,500
+4,100
| +16% | +$77.8K | 0.47% | 52 |
|
|
2015
Q2 | $594K | Hold |
26,400
| – | – | 0.45% | 57 |
|
|
2015
Q1 | $541K | Hold |
26,400
| – | – | 0.49% | 51 |
|
|
2014
Q4 | $564K | Hold |
26,400
| – | – | 0.47% | 46 |
|
|
2014
Q3 | $546K | Hold |
26,400
| – | – | 0.5% | 44 |
|
|
2014
Q2 | $570K | Hold |
26,400
| – | – | 0.53% | 40 |
|
|
2014
Q1 | $492K | Hold |
26,400
| – | – | 0.47% | 42 |
|
|
2013
Q4 | $420K | Buy |
+26,400
| New | +$420K | 0.42% | 49 |
|