KMS Financial Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$4.36M Buy
2014
Q2
$4.22M Buy
2014
Q1
$3.27M Sell
2013
Q4
$3.71M Buy
2013
Q3
$1.13M Buy
2013
Q2
$695K Buy