Blue Chip Partners’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 | $405K | Sell |
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|
2019
Q3 | $436K | Sell |
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|
2019
Q2 | $443K | Sell |
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|
2019
Q1 | $458K | Sell |
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|
2018
Q4 | $678K | Sell |
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|
2018
Q3 | $2.31M | Sell |
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|
2018
Q2 | $2.98M | Sell |
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|
2018
Q1 | $4.2M | Sell |
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|
2017
Q4 | $5.74M | Sell |
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|
2017
Q3 | $5.36M | Buy |
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|
2017
Q2 | $5.24M | Buy |
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|
2017
Q1 | $4.69M | Buy |
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|
2016
Q4 | $4.6M | Buy |
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|
2016
Q3 | $3.59M | Sell |
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|
2016
Q2 | $3.91M | Buy |
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|
2016
Q1 | $3.72M | Buy |
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|
2015
Q4 | $3.95M | Buy |
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|
2015
Q3 | $3.31M | Buy |
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|
2015
Q2 | $3.37M | Buy |
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|
2015
Q1 | $2.92M | Sell |
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|
2014
Q4 | $3.14M | Buy |
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