Altavista Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $222K | Hold |
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2021
Q3 | $214K | Sell |
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2021
Q2 | $282K | Sell |
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2021
Q1 | $262K | Hold |
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2020
Q4 | $203K | Buy |
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2020
Q3 | – | Sell |
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2020
Q2 | $291K | Sell |
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2020
Q1 | $404K | Sell |
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2019
Q4 | $826K | Sell |
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2019
Q3 | $801K | Buy |
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2019
Q2 | $738K | Sell |
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2019
Q1 | $834K | Sell |
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2018
Q4 | $890K | Sell |
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2018
Q3 | $1.26M | Buy |
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2018
Q2 | $1.23M | Sell |
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2018
Q1 | $1.42M | Sell |
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2017
Q4 | $1.86M | Sell |
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2017
Q3 | $2.5M | Sell |
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2017
Q2 | $2.56M | Sell |
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2017
Q1 | $2.68M | Sell |
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2016
Q4 | $2.75M | Sell |
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2016
Q3 | $2.82M | Sell |
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2016
Q2 | $3.1M | Buy |
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2016
Q1 | $3.08M | Buy |
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2015
Q4 | $3.36M | Buy |
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2015
Q3 | $3.11M | Buy |
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2015
Q2 | $3.37M | Sell |
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2015
Q1 | $3.31M | Buy |
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2014
Q4 | $3.25M | Buy |
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2014
Q3 | $3M | Buy |
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2014
Q2 | $3.03M | Sell |
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2014
Q1 | $3.01M | Sell |
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2013
Q4 | $2.86M | Sell |
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2013
Q3 | $2.7M | Sell |
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2013
Q2 | $2.8M | Buy |
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