Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5.48M | Buy |
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|
2016
Q3 | $4.26M | Buy |
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|
2016
Q2 | $4.48M | Buy |
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|
2016
Q1 | $4.52M | Buy |
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|
2015
Q4 | $2.85M | Buy |
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|
2015
Q3 | $2.6M | Buy |
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|
2015
Q2 | $2.21M | Buy |
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|
2015
Q1 | $2.13M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.63M | Buy |
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|
2014
Q2 | $1.65M | Sell |
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|
2014
Q1 | $1.58M | Buy |
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|
2013
Q4 | $1.44M | Sell |
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|
2013
Q3 | $1.49M | Sell |
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|
2013
Q2 | $1.52M | Buy |
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