Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $452K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $122K | Buy |
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|
2020
Q4 | $41K | Sell |
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|
2020
Q3 | $119K | Buy |
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|
2020
Q2 | $31K | Sell |
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|
2020
Q1 | $74K | Sell |
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|
2019
Q4 | $504K | Buy |
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|
2019
Q3 | $458K | Buy |
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|
2019
Q2 | $366K | Sell |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $417K | Buy |
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|
2018
Q3 | $379K | Buy |
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|
2018
Q2 | $392K | Buy |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $255K | Buy |
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