Chesley Taft & Associates’s Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.32M | Hold |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $1.32M | Hold |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q2 | $1.15M | Hold |
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|
2019
Q1 | $1.14M | Hold |
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|
2018
Q4 | $1.04M | Buy |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $968K | Buy |
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|
2018
Q1 | $923K | Buy |
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|
2017
Q4 | $836K | Buy |
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|
2017
Q3 | $677K | Buy |
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|
2017
Q2 | $524K | Buy |
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