ARS Wealth Advisors’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
Q1 | – | Sell |
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|
2019
Q4 | $583K | Sell |
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|
2019
Q3 | $552K | Sell |
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|
2019
Q2 | $548K | Sell |
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|
2019
Q1 | $674K | Buy |
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|
2018
Q4 | $634K | Sell |
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|
2018
Q3 | $895K | Sell |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $978K | Sell |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $2.81M | Sell |
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|
2017
Q1 | $3.74M | Sell |
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|
2016
Q4 | $4.35M | Sell |
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|
2016
Q3 | $3.71M | Buy |
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|
2016
Q2 | $3.58M | Buy |
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|
2016
Q1 | $3.24M | Buy |
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|
2015
Q4 | $3.2M | Buy |
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|
2015
Q3 | $398K | Buy |
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