Holding/activity history for Wells Fargo (WFC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2018 Q4 | 0 | 0 | Sell 100.00% | 2.11 | |
| 2018 Q3 | 1,572,953 | 2.11 | Reduce 3.05% | 0.07 | $52.56 |
| 2018 Q2 | 1,622,483 | 2.22 | $55.44 | ||
| 2018 Q1 | 1,622,483 | 2.18 | Reduce 35.43% | 1.20 | $52.41 |
| 2017 Q4 | 2,512,818 | 3.79 | $60.67 | ||
| 2017 Q3 | 2,512,818 | 3.67 | Add 34.74% | 0.95 | $55.15 |
| 2017 Q2 | 1,864,956 | 2.72 | $55.41 | ||
| 2017 Q1 | 1,864,956 | 2.76 | $55.66 | ||
| 2016 Q4 | 1,864,956 | 2.85 | Reduce 7.72% | 0.24 | $55.11 |
| 2016 Q3 | 2,020,963 | 2.17 | $44.28 | ||
| 2016 Q2 | 2,020,963 | 2.35 | Buy | 2.35 | $47.33 |