Buckingham Strategic 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
Q2 | $3.12M | Sell |
|
|||||
|
2024
Q1 | $3.07M | Sell |
|
|||||
|
2023
Q4 | $2.64M | Buy |
|
|||||
|
2023
Q3 | $1.77M | Buy |
|
|||||
|
2023
Q2 | $1.78M | Sell |
|
|||||
|
2023
Q1 | $1.8M | Hold |
|
|||||
|
2022
Q4 | $1.8M | Sell |
|
|||||
|
2022
Q3 | $1.75M | Sell |
|
|||||
|
2022
Q2 | $1.91M | Buy |
|
|||||
|
2022
Q1 | $2.25M | Sell |
|
|||||
|
2021
Q4 | $5.6M | Sell |
|
|||||
|
2021
Q3 | $5.54M | Sell |
|
|||||
|
2021
Q2 | $5.41M | Sell |
|
|||||
|
2021
Q1 | $4.95M | Buy |
|
|||||
|
2020
Q4 | $3.44M | Buy |
|
|||||
|
2020
Q3 | $543K | Sell |
|
|||||
|
2020
Q2 | $2.64M | Sell |
|
|||||
|
2020
Q1 | $4.99M | Buy |
|
|||||
|
2019
Q4 | $7.82M | Buy |
|
|||||
|
2019
Q3 | $7.11M | Sell |
|
|||||
|
2019
Q2 | $6.76M | Buy |
|
|||||
|
2019
Q1 | $6.76M | Buy |
|
|||||
|
2018
Q4 | $4.92M | Buy |
|
|||||
|
2018
Q3 | $1.68M | Buy |
|
|||||
|
2018
Q2 | $1.68M | Sell |
|
|||||
|
2018
Q1 | $1.72M | Sell |
|
|||||
|
2017
Q4 | $2.09M | Buy |
|
|||||
|
2017
Q3 | $1.75M | Sell |
|
|||||
|
2017
Q2 | $1.96M | Buy |
|
|||||
|
2017
Q1 | $1.49M | Buy |
|
|||||
|
2016
Q4 | $1.42M | Sell |
|
|||||
|
2016
Q3 | $1.16M | Buy |
|
|||||
|
2016
Q2 | $1.22M | Sell |
|
|||||
|
2016
Q1 | $1.59M | Buy |
|
|||||
|
2015
Q4 | $1.3M | Buy |
|
|||||
|
2015
Q3 | $1.17M | Buy |
|
|||||
|
2015
Q2 | $1.2M | Buy |
|
|||||
|
2015
Q1 | $571K | Buy |
|
|||||
|
2014
Q4 | $555K | Buy |
|
|||||
|
2014
Q3 | $411K | Sell |
|
|||||
|
2014
Q2 | $423K | Buy |
|
|||||
|
2014
Q1 | $396K | Sell |
|
|||||
|
2013
Q4 | $518K | Sell |
|
|||||
|
2013
Q3 | $515K | Buy |
|
|||||
|
2013
Q2 | $445K | Buy |
|