Smithbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $459K | Hold |
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|
2019
Q3 | $431K | Hold |
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|
2019
Q2 | $404K | Hold |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $538K | Hold |
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|
2018
Q3 | $614K | Hold |
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|
2018
Q2 | $647K | Sell |
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|
2018
Q1 | $647K | Buy |
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|
2017
Q4 | $749K | Buy |
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|
2017
Q3 | $666K | Buy |
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|
2017
Q2 | $495K | Buy |
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|
2017
Q1 | $271K | Hold |
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|
2016
Q4 | $269K | Sell |
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|
2016
Q3 | $3.47M | Buy |
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|
2016
Q2 | $3.63M | Hold |
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|
2016
Q1 | $3.71M | Sell |
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|
2015
Q4 | $4.41M | Sell |
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|
2015
Q3 | $4.28M | Sell |
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|
2015
Q2 | $4.82M | Buy |
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|
2015
Q1 | $4.53M | Sell |
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|
2014
Q4 | $4.58M | Buy |
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|
2014
Q3 | $4.33M | Sell |
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|
2014
Q2 | $4.46M | Sell |
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|
2014
Q1 | $4.24M | Sell |
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|
2013
Q4 | $3.93M | Sell |
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|
2013
Q3 | $3.6M | Sell |
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|
2013
Q2 | $3.63M | Buy |
|