Sigma Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $209K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $256K | Hold |
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|
2016
Q2 | $274K | Buy |
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|
2016
Q1 | $202K | Hold |
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|
2015
Q4 | $227K | Sell |
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|
2015
Q3 | $359K | Hold |
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|
2015
Q2 | $393K | Hold |
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|
2015
Q1 | $380K | Hold |
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|
2014
Q4 | $383K | Hold |
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|
2014
Q3 | $362K | Hold |
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|
2014
Q2 | $367K | Hold |
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|
2014
Q1 | $348K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $222K | Hold |
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|
2013
Q2 | $222K | Buy |
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