Baker Ellis Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $170K | Sell |
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|
2019
Q3 | $568K | Sell |
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|
2019
Q2 | $623K | Sell |
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|
2019
Q1 | $662K | Sell |
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|
2018
Q4 | $723K | Sell |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.26M | Sell |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.47M | Sell |
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|
2017
Q3 | $1.35M | Buy |
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|
2017
Q2 | $1.3M | Sell |
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|
2017
Q1 | $1.34M | Hold |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $1.03M | Sell |
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|
2016
Q2 | $1.13M | Buy |
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|
2016
Q1 | $1.07M | Buy |
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|
2015
Q4 | $971K | Sell |
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|
2015
Q3 | $927K | Buy |
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|
2015
Q2 | $909K | Buy |
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|
2015
Q1 | $662K | Buy |
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|
2014
Q4 | $651K | Buy |
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|
2014
Q3 | $595K | Buy |
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|
2014
Q2 | $577K | Buy |
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|
2014
Q1 | $525K | Hold |
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|
2013
Q4 | $479K | Hold |
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|
2013
Q3 | $436K | Hold |
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|
2013
Q2 | $436K | Buy |
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