BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.16M | Buy |
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|
2023
Q1 | $5.37M | Sell |
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|
2022
Q4 | $5.93M | Sell |
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|
2022
Q3 | $5.79M | Buy |
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|
2022
Q2 | $4.13M | Buy |
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|
2022
Q1 | $5.11M | Sell |
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|
2021
Q4 | $5.08M | Sell |
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|
2021
Q3 | $5.54M | Buy |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $2.73M | Sell |
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|
2020
Q4 | $3.11M | Sell |
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|
2020
Q3 | $2.52M | Sell |
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|
2020
Q2 | $2.83M | Sell |
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|
2020
Q1 | $3.21M | Buy |
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|
2019
Q4 | $5.9M | Buy |
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|
2019
Q3 | $5.51M | Buy |
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|
2019
Q2 | $5.12M | Sell |
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|
2019
Q1 | $6.13M | Sell |
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|
2018
Q4 | $6.11M | Buy |
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|
2018
Q3 | $6.92M | Buy |
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|
2018
Q2 | $7.13M | Buy |
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|
2018
Q1 | $6.52M | Sell |
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|
2017
Q4 | $7.6M | Sell |
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|
2017
Q3 | $7.16M | Buy |
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|
2017
Q2 | $6.58M | Buy |
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|
2017
Q1 | $2.6M | Sell |
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|
2016
Q4 | $2.59M | Buy |
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|
2016
Q3 | $2.04M | Sell |
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|
2016
Q2 | $2.69M | Sell |
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|
2016
Q1 | $2.77M | Buy |
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