Sigma Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,438
| Closed | -$209K | – | 17 |
|
|
2017
Q4 | $209K | Buy |
+3,438
| New | +$209K | 0.17% | 14 |
|
|
2016
Q4 | – | Sell |
-5,784
| Closed | -$256K | – | 17 |
|
|
2016
Q3 | $256K | Hold |
5,784
| – | – | 0.22% | 13 |
|
|
2016
Q2 | $274K | Buy |
5,784
+1,600
| +38% | +$75.8K | 0.23% | 13 |
|
|
2016
Q1 | $202K | Hold |
4,184
| – | – | 0.17% | 14 |
|
|
2015
Q4 | $227K | Sell |
4,184
-2,800
| -40% | -$152K | 0.14% | 23 |
|
|
2015
Q3 | $359K | Hold |
6,984
| – | – | 0.23% | 21 |
|
|
2015
Q2 | $393K | Hold |
6,984
| – | – | 0.24% | 20 |
|
|
2015
Q1 | $380K | Hold |
6,984
| – | – | 0.23% | 22 |
|
|
2014
Q4 | $383K | Hold |
6,984
| – | – | 0.24% | 22 |
|
|
2014
Q3 | $362K | Hold |
6,984
| – | – | 0.26% | 20 |
|
|
2014
Q2 | $367K | Hold |
6,984
| – | – | 0.25% | 20 |
|
|
2014
Q1 | $348K | Buy |
+6,984
| New | +$348K | 0.24% | 20 |
|
|
2013
Q4 | – | Sell |
-5,384
| Closed | -$222K | – | 30 |
|
|
2013
Q3 | $222K | Hold |
5,384
| – | – | 0.16% | 23 |
|
|
2013
Q2 | $222K | Buy |
+5,384
| New | +$222K | 0.17% | 24 |
|