B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $807 | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $912K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | $249K | Buy |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $371K | Buy |
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|
2019
Q2 | $340 | Sell |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $372K | Buy |
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|
2018
Q3 | $396K | Buy |
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|
2016
Q1 | $306K | Buy |
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|
2015
Q4 | $309K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $190K | Sell |
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|
2015
Q1 | $189K | Buy |
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|
2014
Q4 | $170K | Sell |
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|
2014
Q3 | $176K | Sell |
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|
2014
Q2 | $214K | Buy |
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|
2014
Q1 | $184K | Buy |
|