Susquehanna Trust & Investment’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $8.89M | Sell |
158,063
-2,799
| -2% | -$157K | 1.94% | 19 |
|
|
2015
Q1 | $8.75M | Sell |
160,862
-1,842
| -1% | -$100K | 1.85% | 24 |
|
|
2014
Q4 | $8.92M | Buy |
162,704
+16,326
| +11% | +$895K | 1.82% | 19 |
|
|
2014
Q3 | $7.59M | Sell |
146,378
-1,914
| -1% | -$99.3K | 1.65% | 25 |
|
|
2014
Q2 | $7.79M | Buy |
148,292
+9,474
| +7% | +$498K | 1.65% | 29 |
|
|
2014
Q1 | $6.9M | Sell |
138,818
-118,191
| -46% | -$5.88M | 1.53% | 31 |
|
|
2013
Q4 | $11.7M | Sell |
257,009
-32,462
| -11% | -$1.47M | 2.51% | 9 |
|
|
2013
Q3 | $12M | Sell |
289,471
-6,400
| -2% | -$264K | 2.62% | 10 |
|
|
2013
Q2 | $12.2M | Buy |
+295,871
| New | +$12.2M | 2.87% | 8 |
|