Shamrock 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
Q3 | $498K | Sell |
|
|||||
|
2019
Q2 | $487K | Buy |
|
|||||
|
2019
Q1 | $471K | Sell |
|
|||||
|
2018
Q4 | $451K | Hold |
|
|||||
|
2018
Q3 | $515K | Hold |
|
|||||
|
2018
Q2 | $543K | Hold |
|
|||||
|
2018
Q1 | $540K | Sell |
|
|||||
|
2017
Q4 | $618K | Hold |
|
|||||
|
2017
Q3 | $561K | Sell |
|
|||||
|
2017
Q2 | $579K | Sell |
|
|||||
|
2017
Q1 | $602K | Sell |
|
|||||
|
2016
Q4 | $619K | Sell |
|
|||||
|
2016
Q3 | $781K | Buy |
|
|||||
|
2016
Q2 | $745K | Buy |
|
|||||
|
2016
Q1 | $661K | Sell |
|
|||||
|
2015
Q4 | $1.34M | Sell |
|
|||||
|
2015
Q3 | $1.33M | Sell |
|
|||||
|
2015
Q2 | $1.55M | Sell |
|
|||||
|
2015
Q1 | $1.76M | Sell |
|
|||||
|
2014
Q4 | $2.01M | Sell |
|
|||||
|
2014
Q3 | $2.04M | Sell |
|
|||||
|
2014
Q2 | $2.15M | Buy |
|
|||||
|
2014
Q1 | $2.03M | Sell |
|
|||||
|
2013
Q4 | $1.86M | Buy |
|
|||||
|
2013
Q3 | $1.53M | Sell |
|
|||||
|
2013
Q2 | $1.64M | Buy |
|