Barrett 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $495K | Hold |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $417K | Hold |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $675K | Buy |
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|
2019
Q3 | $621K | Sell |
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|
2019
Q2 | $700K | Sell |
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|
2019
Q1 | $734K | Buy |
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|
2018
Q4 | $691K | Hold |
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|
2018
Q3 | $789K | Hold |
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|
2018
Q2 | $832K | Sell |
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|
2018
Q1 | $818K | Sell |
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|
2017
Q4 | $947K | Buy |
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|
2017
Q3 | $861K | Sell |
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|
2017
Q2 | $996K | Buy |
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|
2017
Q1 | $869K | Hold |
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|
2016
Q4 | $860K | Sell |
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|
2016
Q3 | $704K | Hold |
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|
2016
Q2 | $753K | Sell |
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|
2016
Q1 | $789K | Sell |
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|
2015
Q4 | $1.05M | Sell |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $1.07M | Sell |
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|
2015
Q1 | $1.05M | Sell |
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|
2014
Q4 | $1.77M | Buy |
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|
2014
Q3 | $1.57M | Sell |
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|
2014
Q2 | $1.59M | Buy |
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|
2014
Q1 | $1.46M | Buy |
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|
2013
Q4 | $965K | Sell |
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|
2013
Q3 | $883K | Hold |
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|
2013
Q2 | $881K | Buy |
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