Marsico Capital 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
Q2 | – | Sell |
-1,203,551
| Closed | -$67M | – | 111 |
|
|
2017
Q1 | $67M | Sell |
1,203,551
-26,114
| -2% | -$1.45M | 2.9% | 11 |
|
|
2016
Q4 | $67.8M | Buy |
+1,229,665
| New | +$67.8M | 3% | 11 |
|
|
2013
Q4 | – | Sell |
-7,126,300
| Closed | -$294M | – | 113 |
|
|
2013
Q3 | $294M | Sell |
7,126,300
-2,030,362
| -22% | -$83.9M | 2.18% | 19 |
|
|
2013
Q2 | $378M | Buy |
+9,156,662
| New | +$378M | 2.37% | 17 |
|