KCM Investment Advisors’s Wells Fargo & Co. WFC.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $621K | Buy |
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|
2018
Q2 | $438K | Buy |
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|
2018
Q1 | $308K | Buy |
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|
2017
Q4 | $300K | Sell |
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|
2017
Q3 | $342K | Hold |
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|
2017
Q2 | $346K | Hold |
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|
2017
Q1 | $333K | Buy |
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|
2016
Q4 | $307K | Buy |
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|
2016
Q3 | $298K | Sell |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $310K | Buy |
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|
2015
Q4 | $228K | Buy |
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