Santa Barbara 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $170M | Sell |
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|
2018
Q2 | $183M | Sell |
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|
2018
Q1 | $175M | Buy |
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|
2017
Q4 | $202M | Sell |
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|
2017
Q3 | $185M | Buy |
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|
2017
Q2 | $185M | Sell |
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|
2017
Q1 | $188M | Buy |
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|
2016
Q4 | $185M | Sell |
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|
2016
Q3 | $155M | Buy |
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|
2016
Q2 | $138M | Buy |
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|
2016
Q1 | $140M | Sell |
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|
2015
Q4 | $169M | Buy |
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|
2015
Q3 | $157M | Sell |
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|
2015
Q2 | $173M | Buy |
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|
2015
Q1 | $165M | Buy |
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|
2014
Q4 | $163M | Sell |
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|
2014
Q3 | $160M | Sell |
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|
2014
Q2 | $163M | Sell |
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|
2014
Q1 | $156M | Sell |
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|
2013
Q4 | $145M | Sell |
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|
2013
Q3 | $133M | Buy |
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|
2013
Q2 | $122M | Buy |
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