KMS Financial Services’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 | $4.36M | Buy |
84,008
+3,642
| +5% | +$189K | 0.61% | 29 |
|
|
2014
Q2 | $4.22M | Buy |
80,366
+14,551
| +22% | +$765K | 0.6% | 29 |
|
|
2014
Q1 | $3.27M | Sell |
65,815
-15,798
| -19% | -$786K | 0.52% | 40 |
|
|
2013
Q4 | $3.71M | Buy |
81,613
+54,319
| +199% | +$2.47M | 0.63% | 25 |
|
|
2013
Q3 | $1.13M | Buy |
27,294
+10,460
| +62% | +$432K | 0.27% | 86 |
|
|
2013
Q2 | $695K | Buy |
+16,834
| New | +$695K | 0.19% | 134 |
|