Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $184K | Buy |
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|
2022
Q1 | $102K | Sell |
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|
2021
Q4 | $143K | Sell |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $148K | Buy |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $82.6K | Sell |
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|
2020
Q3 | $81.7K | Sell |
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|
2020
Q2 | $116K | Buy |
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|
2020
Q1 | $50.2K | Hold |
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|
2019
Q4 | $94.2K | Hold |
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|
2019
Q3 | $88.3K | Sell |
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|
2019
Q2 | $130K | Hold |
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|
2019
Q1 | $133K | Hold |
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|
2018
Q4 | $127K | Hold |
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|
2018
Q3 | $145K | Buy |
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|
2018
Q2 | $138K | Sell |
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|
2018
Q1 | $162K | Sell |
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|
2017
Q4 | $207K | Hold |
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|
2017
Q3 | $188K | Buy |
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