Apriem Advisors’s WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat WFC.PRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $40K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $44K | Buy |
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|
2016
Q4 | $41K | Buy |
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|
2016
Q3 | $45K | Buy |
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|
2016
Q2 | $46K | Buy |
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|
2016
Q1 | $45K | Sell |
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|
2015
Q4 | $96K | Buy |
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|
2015
Q3 | $91K | Buy |
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|
2015
Q2 | $76K | Buy |
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|
2015
Q1 | $80K | Buy |
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|
2014
Q4 | $64K | Buy |
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|
2014
Q3 | $63K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $57K | Hold |
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|
2013
Q4 | $54K | Buy |
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