Montag & Caldwell’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $217K | Hold |
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|
2016
Q4 | $215K | Buy |
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $2.91M | Sell |
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|
2016
Q1 | $157M | Buy |
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|
2015
Q4 | $116M | Buy |
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|
2015
Q3 | $103M | Sell |
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|
2015
Q2 | $129M | Sell |
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|
2015
Q1 | $143M | Sell |
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|
2014
Q4 | $161M | Sell |
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|
2014
Q3 | $223M | Sell |
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|
2014
Q2 | $259M | Sell |
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|
2014
Q1 | $346M | Sell |
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|
2013
Q4 | $427M | Sell |
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|
2013
Q3 | $421M | Sell |
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|
2013
Q2 | $460M | Buy |
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