WIM
WFC.WS
Wittenberg Investment Management’s Wells Fargo & Company Ws WFC.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-554,585
| Closed | -$10.7M | – | 86 |
|
|
2018
Q3 | $10.7M | Buy |
554,585
+3,780
| +0.7% | +$72.8K | 4.38% | 4 |
|
|
2018
Q2 | $12.1M | Sell |
550,805
-10,500
| -2% | -$231K | 5.12% | 3 |
|
|
2018
Q1 | $10.8M | Sell |
561,305
-20,400
| -4% | -$392K | 4.64% | 3 |
|
|
2017
Q4 | $16M | Sell |
581,705
-56,630
| -9% | -$1.56M | 6.96% | 3 |
|
|
2017
Q3 | $13.8M | Hold |
638,335
| – | – | 5.92% | 4 |
|
|
2017
Q2 | $14.2M | Hold |
638,335
| – | – | 6.44% | 3 |
|
|
2017
Q1 | $14.2M | Sell |
638,335
-43,200
| -6% | -$959K | 6.83% | 3 |
|
|
2016
Q4 | $14.5M | Buy |
+681,535
| New | +$14.5M | 6.61% | 3 |
|