1919 Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $68.4M | Sell |
1,318,079
-3,501
| -0.3% | -$182K | 1.41% | 8 |
|
2014
Q2 | $69.5M | Sell |
1,321,580
-8,188
| -0.6% | -$430K | 1.42% | 10 |
|
2014
Q1 | $66.1M | Sell |
1,329,768
-13,060
| -1% | -$650K | 1.35% | 10 |
|
2013
Q4 | $61M | Buy |
1,342,828
+28,662
| +2% | +$1.3M | 1.27% | 16 |
|
2013
Q3 | $54.3M | Buy |
1,314,166
+86,336
| +7% | +$3.57M | 1.22% | 21 |
|
2013
Q2 | $50.7M | Buy |
+1,227,830
| New | +$50.7M | 1.19% | 23 |
|