SFM
Stack Financial Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-242,551
| Closed | -$13.3M | – | 52 |
|
|
2014
Q4 | $13.3M | Buy |
242,551
+115
| +0% | +$6.3K | 1.54% | 35 |
|
|
2014
Q3 | $12.6M | Sell |
242,436
-4,145
| -2% | -$215K | 1.6% | 31 |
|
|
2014
Q2 | $13M | Sell |
246,581
-6,505
| -3% | -$342K | 1.58% | 32 |
|
|
2014
Q1 | $12.6M | Sell |
253,086
-4,089
| -2% | -$203K | 1.61% | 28 |
|
|
2013
Q4 | $11.7M | Sell |
257,175
-225
| -0.1% | -$10.2K | 1.55% | 37 |
|
|
2013
Q3 | $10.6M | Buy |
257,400
+4,205
| +2% | +$174K | 1.53% | 37 |
|
|
2013
Q2 | $10.4M | Buy |
+253,195
| New | +$10.4M | 1.5% | 35 |
|