Wood Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $3.01M | Sell |
55,379
-1,184
| -2% | -$64.4K | 3.03% | 14 |
|
|
2014
Q4 | $3.1M | Sell |
56,563
-119,200
| -68% | -$6.54M | 2.85% | 15 |
|
|
2014
Q3 | $9.12M | Sell |
175,763
-12,258
| -7% | -$636K | 3.36% | 4 |
|
|
2014
Q2 | $9.88M | Buy |
188,021
+34,763
| +23% | +$1.83M | 3.36% | 1 |
|
|
2014
Q1 | $7.62M | Sell |
153,258
-20,017
| -12% | -$996K | 2.45% | 8 |
|
|
2013
Q4 | $7.87M | Sell |
173,275
-15,130
| -8% | -$687K | 2.26% | 12 |
|
|
2013
Q3 | $7.79M | Sell |
188,405
-23,620
| -11% | -$976K | 2.22% | 12 |
|
|
2013
Q2 | $8.75M | Buy |
+212,025
| New | +$8.75M | 2.33% | 7 |
|