ACG Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $57K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $563K | Sell |
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|
2021
Q1 | $595K | Sell |
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $626K | Sell |
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|
2020
Q2 | $721K | Sell |
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|
2020
Q1 | $882K | Sell |
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|
2019
Q4 | $1.84M | Sell |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $2.18M | Sell |
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|
2019
Q1 | $3M | Buy |
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|
2018
Q4 | $2.34M | Sell |
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|
2018
Q3 | $2.99M | Sell |
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|
2018
Q2 | $3.17M | Buy |
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|
2018
Q1 | $2.98M | Buy |
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|
2017
Q4 | $1.68M | Buy |
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|
2017
Q3 | $1.51M | Sell |
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|
2017
Q2 | $2.74M | Buy |
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|
2017
Q1 | $2.71M | Buy |
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|
2016
Q4 | $2.64M | Buy |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $2.64M | Buy |
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|
2016
Q1 | $2.55M | Sell |
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|
2015
Q4 | $3.02M | Buy |
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|
2015
Q3 | $2.74M | Buy |
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|
2015
Q2 | $2.93M | Buy |
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|
2015
Q1 | $2.79M | Buy |
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|
2014
Q4 | $2.74M | Buy |
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|
2014
Q3 | $2.47M | Sell |
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|
2014
Q2 | $4.59M | Buy |
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|
2014
Q1 | $3.34M | Sell |
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|
2013
Q4 | $4.12M | Buy |
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|
2013
Q3 | $2.7M | Sell |
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|
2013
Q2 | $3.14M | Buy |
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