Capital Wealth Planning’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $522K | Buy |
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $341K | Sell |
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|
2020
Q1 | $715K | Buy |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $387K | Hold |
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|
2018
Q4 | $369K | Hold |
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|
2018
Q3 | $420K | Hold |
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|
2018
Q2 | $444K | Hold |
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|
2018
Q1 | $419K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $739K | Sell |
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|
2017
Q2 | $1.14M | Buy |
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|
2017
Q1 | $982K | Sell |
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|
2016
Q4 | $2.59M | Sell |
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|
2016
Q3 | $4.29M | Buy |
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|
2016
Q2 | $2.21M | Hold |
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|
2016
Q1 | $2.25M | Hold |
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|
2015
Q4 | $2.55M | Sell |
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|
2015
Q3 | $10.7M | Sell |
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|
2015
Q2 | $17.9M | Sell |
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|
2015
Q1 | $17.9M | Sell |
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|
2014
Q4 | $19.4M | Sell |
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|
2014
Q3 | $22.6M | Sell |
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|
2014
Q2 | $23.3M | Buy |
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|
2014
Q1 | $19.4M | Buy |
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|
2013
Q4 | $11.8M | Sell |
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|
2013
Q3 | $15.4M | Sell |
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|
2013
Q2 | $15.8M | Buy |
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