Benedict Financial Advisors’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 | $284K | Buy |
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|
2019
Q3 | $238K | Sell |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $235K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $263K | Sell |
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|
2018
Q1 | $266K | Sell |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $338K | Sell |
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|
2017
Q2 | $423K | Sell |
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|
2017
Q1 | $661K | Sell |
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|
2016
Q4 | $913K | Sell |
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|
2016
Q3 | $942K | Sell |
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|
2016
Q2 | $1.46M | Sell |
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|
2016
Q1 | $1.64M | Buy |
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|
2015
Q4 | $1.81M | Buy |
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|
2015
Q3 | $1.7M | Buy |
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|
2015
Q2 | $1.88M | Sell |
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|
2015
Q1 | $1.77M | Buy |
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|
2014
Q4 | $1.75M | Buy |
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