Kopp Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-19,298
| Closed | -$913K | – | 66 |
|
|
2016
Q2 | $913K | Sell |
19,298
-530
| -3% | -$25.1K | 0.49% | 37 |
|
|
2016
Q1 | $959K | Sell |
19,828
-443
| -2% | -$21.4K | 0.52% | 36 |
|
|
2015
Q4 | $1.1M | Sell |
20,271
-20
| -0.1% | -$1.09K | 0.54% | 30 |
|
|
2015
Q3 | $1.04M | Sell |
20,291
-108
| -0.5% | -$5.55K | 0.56% | 33 |
|
|
2015
Q2 | $1.15M | Buy |
20,399
+150
| +0.7% | +$8.43K | 0.51% | 32 |
|
|
2015
Q1 | $1.1M | Sell |
20,249
-131
| -0.6% | -$7.13K | 0.49% | 36 |
|
|
2014
Q4 | $1.12M | Sell |
20,380
-888
| -4% | -$48.7K | 0.54% | 36 |
|
|
2014
Q3 | $1.1M | Sell |
21,268
-980
| -4% | -$50.8K | 0.55% | 35 |
|
|
2014
Q2 | $1.17M | Sell |
22,248
-595
| -3% | -$31.3K | 0.54% | 37 |
|
|
2014
Q1 | $1.14M | Sell |
22,843
-70
| -0.3% | -$3.48K | 0.48% | 36 |
|
|
2013
Q4 | $1.04M | Sell |
22,913
-590
| -3% | -$26.8K | 0.47% | 38 |
|
|
2013
Q3 | $971K | Sell |
23,503
-245
| -1% | -$10.1K | 0.36% | 50 |
|
|
2013
Q2 | $980K | Buy |
+23,748
| New | +$980K | 0.38% | 50 |
|