Wendell David Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $223K | Sell |
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|
2016
Q1 | $231K | Sell |
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|
2015
Q4 | $457K | Buy |
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|
2015
Q3 | $406K | Hold |
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|
2015
Q2 | $446K | Hold |
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|
2015
Q1 | $430K | Hold |
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|
2014
Q4 | $438K | Hold |
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|
2014
Q3 | $414K | Sell |
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|
2014
Q2 | $427K | Sell |
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|
2014
Q1 | $411K | Buy |
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|
2013
Q4 | $358K | Sell |
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|
2013
Q3 | $355K | Buy |
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|
2013
Q2 | $232K | Buy |
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