CapWealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $387K | Hold |
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|
2019
Q4 | $726K | Hold |
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|
2019
Q3 | $681K | Hold |
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|
2019
Q2 | $639K | Hold |
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|
2019
Q1 | $652K | Sell |
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|
2018
Q4 | $624K | Hold |
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|
2018
Q3 | $712K | Hold |
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|
2018
Q2 | $751K | Buy |
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|
2018
Q1 | $702K | Hold |
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|
2017
Q4 | $813K | Hold |
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|
2017
Q3 | $739K | Sell |
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|
2017
Q2 | $757K | Buy |
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|
2017
Q1 | $746K | Sell |
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|
2016
Q4 | $797K | Sell |
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|
2016
Q3 | $9.9M | Sell |
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|
2016
Q2 | $10.8M | Sell |
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|
2016
Q1 | $11.1M | Sell |
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|
2015
Q4 | $12.9M | Sell |
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|
2015
Q3 | $12.9M | Sell |
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|
2015
Q2 | $14.2M | Buy |
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|
2015
Q1 | $13.4M | Buy |
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|
2014
Q4 | $13.5M | Buy |
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|
2014
Q3 | $11.8M | Buy |
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|
2014
Q2 | $11.8M | Buy |
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|
2014
Q1 | $10.8M | Buy |
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|
2013
Q4 | $9.72M | Sell |
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|
2013
Q3 | $9.42M | Sell |
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|
2013
Q2 | $10.3M | Buy |
|