AUA Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $116K | Hold |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q3 | $171K | Hold |
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|
2021
Q2 | $167K | Sell |
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|
2021
Q1 | $183K | Hold |
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|
2020
Q4 | $141K | Hold |
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|
2020
Q3 | $110K | Buy |
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|
2020
Q2 | $92K | Sell |
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|
2020
Q1 | $159K | Hold |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $396K | Hold |
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|
2019
Q2 | $372K | Hold |
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|
2019
Q1 | $380K | Hold |
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|
2018
Q4 | $362K | Hold |
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|
2018
Q3 | $412K | Hold |
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|
2018
Q2 | $435K | Hold |
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|
2018
Q1 | $411K | Sell |
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|
2017
Q4 | $498K | Hold |
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|
2017
Q3 | $453K | Hold |
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|
2017
Q2 | $455K | Buy |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $493K | Buy |
|