Bartlett & Co’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
Q4 | $1.22M | Buy |
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|
2023
Q3 | $868K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $935K | Sell |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $1.18M | Sell |
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|
2020
Q4 | $946K | Sell |
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|
2020
Q3 | $844K | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $2.58M | Buy |
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|
2019
Q3 | $5.88M | Buy |
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|
2019
Q2 | $4.51M | Sell |
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|
2019
Q1 | $5.01M | Sell |
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|
2018
Q4 | $5.47M | Sell |
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|
2018
Q3 | $6.8M | Sell |
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|
2018
Q2 | $7.72M | Sell |
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|
2018
Q1 | $33.5M | Sell |
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|
2017
Q4 | $40.8M | Sell |
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|
2017
Q3 | $38M | Sell |
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|
2017
Q2 | $38.8M | Sell |
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|
2017
Q1 | $41.7M | Sell |
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|
2016
Q4 | $41.9M | Sell |
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|
2016
Q3 | $33.8M | Buy |
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|
2016
Q2 | $30.5M | Buy |
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|
2016
Q1 | $30.9M | Buy |
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|
2015
Q4 | $33.7M | Buy |
|
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|
2015
Q3 | $31.8M | Buy |
|
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|
2015
Q2 | $33.9M | Sell |
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|
2015
Q1 | $32.8M | Buy |
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|
2014
Q4 | $31M | Buy |
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|
2014
Q3 | $28.9M | Sell |
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|
2014
Q2 | $29.5M | Sell |
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|
2014
Q1 | $28.4M | Buy |
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|
2013
Q4 | $25.5M | Sell |
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|
2013
Q3 | $23.4M | Sell |
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|
2013
Q2 | $23.8M | Buy |
|