Trees Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $3.44M | Sell |
67,022
-600
| -0.9% | -$30.8K | 3.04% | 9 |
|
|
2015
Q2 | $3.8M | Sell |
67,622
-1,944
| -3% | -$109K | 3.03% | 6 |
|
|
2015
Q1 | $3.78M | Sell |
69,566
-1,400
| -2% | -$76.2K | 3.06% | 9 |
|
|
2014
Q4 | $3.89M | Sell |
70,966
-389
| -0.5% | -$21.3K | 3.13% | 7 |
|
|
2014
Q3 | $3.7M | Hold |
71,355
| – | – | 2.99% | 8 |
|
|
2014
Q2 | $3.75M | Sell |
71,355
-779
| -1% | -$40.9K | 2.95% | 6 |
|
|
2014
Q1 | $3.59M | Sell |
72,134
-2,120
| -3% | -$105K | 2.87% | 6 |
|
|
2013
Q4 | $3.37M | Hold |
74,254
| – | – | 2.68% | 14 |
|
|
2013
Q3 | $3.07M | Sell |
74,254
-210
| -0.3% | -$8.68K | 2.67% | 13 |
|
|
2013
Q2 | $3.07M | Buy |
+74,464
| New | +$3.07M | 2.82% | 11 |
|