Rockefeller Financial Services’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
Q4 | $166M | Buy |
|
|||||
|
2017
Q3 | $109M | Sell |
|
|||||
|
2017
Q2 | $111M | Sell |
|
|||||
|
2017
Q1 | $116M | Sell |
|
|||||
|
2016
Q4 | $117M | Buy |
|
|||||
|
2016
Q3 | $93.5M | Sell |
|
|||||
|
2016
Q2 | $110M | Sell |
|
|||||
|
2016
Q1 | $113M | Buy |
|
|||||
|
2015
Q4 | $105M | Sell |
|
|||||
|
2015
Q3 | $100M | Sell |
|
|||||
|
2015
Q2 | $124M | Buy |
|
|||||
|
2015
Q1 | $119M | Sell |
|
|||||
|
2014
Q4 | $130M | Buy |
|
|||||
|
2014
Q3 | $97.8M | Buy |
|
|||||
|
2014
Q2 | $94.4M | Sell |
|
|||||
|
2014
Q1 | $91.1M | Sell |
|
|||||
|
2013
Q4 | $83.5M | Buy |
|
|||||
|
2013
Q3 | $75.5M | Sell |
|
|||||
|
2013
Q2 | $85.6M | Buy |
|