Aperio Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $31.2M | Sell |
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|
2020
Q3 | $28.5M | Sell |
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|
2020
Q2 | $34.6M | Buy |
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|
2020
Q1 | $36.4M | Sell |
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|
2019
Q4 | $111M | Buy |
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|
2019
Q3 | $96.1M | Buy |
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|
2019
Q2 | $79.6M | Sell |
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|
2019
Q1 | $94.1M | Buy |
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|
2018
Q4 | $76.1M | Sell |
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|
2018
Q3 | $106M | Buy |
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|
2018
Q2 | $108M | Buy |
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|
2018
Q1 | $101M | Buy |
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|
2017
Q4 | $113M | Buy |
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|
2017
Q3 | $94.9M | Buy |
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|
2017
Q2 | $92.5M | Buy |
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|
2017
Q1 | $90.9M | Buy |
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|
2016
Q4 | $88.7M | Sell |
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|
2016
Q3 | $76.6M | Buy |
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|
2016
Q2 | $80.7M | Sell |
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|
2016
Q1 | $86.6M | Sell |
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|
2015
Q4 | $97.4M | Buy |
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|
2015
Q3 | $87.9M | Buy |
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|
2015
Q2 | $92.2M | Buy |
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|
2015
Q1 | $81.6M | Buy |
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|
2014
Q4 | $75.9M | Buy |
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|
2014
Q3 | $67.1M | Buy |
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|
2014
Q2 | $62.7M | Buy |
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|
2014
Q1 | $55.8M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $39.6M | Buy |
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|
2013
Q2 | $34.1M | Buy |
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