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