Kovitz Investment Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $44.8M | Sell |
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|
2015
Q3 | $42.6M | Sell |
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|
2015
Q2 | $46.7M | Sell |
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|
2015
Q1 | $45.8M | Sell |
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|
2014
Q4 | $60.7M | Sell |
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|
2014
Q3 | $59.4M | Sell |
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|
2014
Q2 | $61M | Sell |
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|
2014
Q1 | $73.2M | Buy |
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|
2013
Q4 | $68.7M | Sell |
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|
2013
Q3 | $105M | Sell |
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|
2013
Q2 | $105M | Buy |
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