Schooner Investment Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $438K | Sell |
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|
2016
Q2 | $705K | Hold |
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|
2016
Q1 | $727K | Hold |
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|
2015
Q4 | $794K | Sell |
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|
2015
Q3 | $2.06M | Sell |
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|
2015
Q2 | $3.42M | Sell |
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|
2015
Q1 | $4.32M | Sell |
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|
2014
Q4 | $6.02M | Buy |
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|
2014
Q3 | $5.25M | Hold |
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|
2014
Q2 | $5.4M | Buy |
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|
2014
Q1 | $4.97M | Buy |
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|
2013
Q4 | $4.05M | Buy |
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|
2013
Q3 | $3.24M | Buy |
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|
2013
Q2 | $2.27M | Buy |
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