Charles Schwab Investment Advisory’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
Q1
Sell
2019
Q4
$444M Buy
2019
Q3
$404M Buy
2019
Q2
$365M Buy
2019
Q1
$356M Buy
2018
Q4
$278M Buy
2018
Q3
$309M Buy
2018
Q2
$321M Buy