Burleson & Co’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
Q4 | $2.51M | Sell |
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|
2022
Q3 | $2.45M | Sell |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $2.96M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $2.74M | Sell |
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|
2021
Q1 | $2.8M | Sell |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $2.33M | Sell |
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|
2019
Q4 | $6.34M | Sell |
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|
2019
Q3 | $6.65M | Sell |
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|
2019
Q2 | $6.15M | Sell |
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|
2019
Q1 | $12.3M | Buy |
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|
2018
Q4 | $12M | Buy |
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|
2018
Q3 | $12.2M | Buy |
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|
2018
Q2 | $11.7M | Buy |
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|
2018
Q1 | $7M | Buy |
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|
2017
Q4 | $7.92M | Buy |
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