Marietta Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,296
Closed -$238K 121
2017
Q2
$238K Sell
4,296
-168
-4% -$9.31K 0.14% 109
2017
Q1
$248K Buy
4,464
+113
+3% +$6.28K 0.16% 106
2016
Q4
$240K Buy
+4,351
New +$240K 0.19% 110