Bison Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.71M | Hold |
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|
2024
Q1 | $2.71M | Sell |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $597K | Buy |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $199K | Buy |
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|
2020
Q2 | $194K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $521K | Sell |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $453K | Sell |
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|
2018
Q4 | $472K | Buy |
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|
2018
Q3 | $476K | Buy |
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|
2018
Q2 | $473K | Sell |
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|
2018
Q1 | $598K | Buy |
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|
2017
Q4 | $657K | Sell |
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|
2017
Q3 | $712K | Buy |
|
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|
2017
Q2 | $711K | Buy |
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|
2017
Q1 | $712K | Sell |
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|
2016
Q4 | $711K | Sell |
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|
2016
Q3 | $586K | Sell |
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|
2016
Q2 | $1.7M | Buy |
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|
2016
Q1 | $1.58M | Buy |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q3 | $1.56M | Buy |
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|
2015
Q2 | $703K | Buy |
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|
2015
Q1 | $640K | Buy |
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|
2014
Q4 | $354K | Buy |
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