Trillium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Buy |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $237K | Buy |
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|
2017
Q4 | $271K | Hold |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $483K | Sell |
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|
2016
Q4 | $1.36M | Sell |
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|
2016
Q3 | $1.65M | Sell |
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|
2016
Q2 | $12.5M | Buy |
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|
2016
Q1 | $12.1M | Sell |
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|
2015
Q4 | $13.7M | Sell |
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|
2015
Q3 | $13.8M | Buy |
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|
2015
Q2 | $13.9M | Buy |
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|
2015
Q1 | $13.3M | Sell |
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|
2014
Q4 | $16.7M | Sell |
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|
2014
Q3 | $17.9M | Sell |
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|
2014
Q2 | $20.9M | Buy |
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|
2014
Q1 | $16.9M | Buy |
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|
2013
Q4 | $15.3M | Buy |
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|
2013
Q3 | $13.2M | Sell |
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|
2013
Q2 | $15M | Buy |
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