Cobiz Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $271K | Sell |
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|
2019
Q1 | $977K | Sell |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.48M | Sell |
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|
2018
Q2 | $2.02M | Sell |
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|
2018
Q1 | $2.69M | Sell |
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|
2017
Q4 | $3.66M | Sell |
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|
2017
Q3 | $7.36M | Sell |
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|
2017
Q2 | $7.44M | Buy |
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|
2017
Q1 | $7.45M | Sell |
|
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|
2016
Q4 | $7.45M | Sell |
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|
2016
Q3 | $6.05M | Buy |
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|
2016
Q2 | $6.14M | Sell |
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|
2016
Q1 | $7.87M | Sell |
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|
2015
Q4 | $9.12M | Sell |
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|
2015
Q3 | $8.74M | Buy |
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|
2015
Q2 | $9.53M | Sell |
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|
2015
Q1 | $9.23M | Sell |
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|
2014
Q4 | $9.48M | Sell |
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|
2014
Q3 | $9.1M | Sell |
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|
2014
Q2 | $9.44M | Sell |
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|
2014
Q1 | $9.06M | Buy |
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|
2013
Q4 | $8.14M | Sell |
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|
2013
Q3 | $7.54M | Sell |
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|
2013
Q2 | $7.72M | Buy |
|