Meritage Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Hold |
0
| – | – | – | 75 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 80 |
|
|
2016
Q3 | – | Sell |
-400,100
| Closed | -$18.9M | – | 27 |
|
|
2016
Q2 | $18.9M | Buy |
+400,100
| New | +$18.9M | 0.49% | 18 |
|
|
2015
Q4 | – | Sell |
-100,000
| Closed | -$5.14M | – | 33 |
|
|
2015
Q3 | $5.14M | Buy |
+100,000
| New | +$5.14M | 0.12% | 24 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 31 |
|