WCM Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,381
| Closed | -$328K | – | 112 |
|
|
2015
Q3 | $328K | Sell |
6,381
-2,425
| -28% | -$125K | 0.01% | 95 |
|
|
2015
Q2 | $495K | Buy |
8,806
+20
| +0.2% | +$1.12K | 0.01% | 97 |
|
|
2015
Q1 | $478K | Sell |
8,786
-630
| -7% | -$34.3K | 0.01% | 121 |
|
|
2014
Q4 | $516K | Sell |
9,416
-175
| -2% | -$9.59K | 0.01% | 97 |
|
|
2014
Q3 | $497K | Sell |
9,591
-90
| -0.9% | -$4.66K | 0.02% | 96 |
|
|
2014
Q2 | $509K | Buy |
9,681
+100
| +1% | +$5.26K | 0.01% | 119 |
|
|
2014
Q1 | $477K | Buy |
9,581
+170
| +2% | +$8.46K | 0.02% | 116 |
|
|
2013
Q4 | $427K | Buy |
9,411
+20
| +0.2% | +$907 | 0.02% | 114 |
|
|
2013
Q3 | $388K | Buy |
9,391
+40
| +0.4% | +$1.65K | 0.02% | 106 |
|
|
2013
Q2 | $386K | Buy |
+9,351
| New | +$386K | 0.02% | 121 |
|