Colony Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $863K | Sell |
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|
2023
Q1 | $845K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $966K | Sell |
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|
2022
Q2 | $981K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $964K | Buy |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | $674K | Sell |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $476K | Sell |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.96M | Sell |
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|
2020
Q1 | $5.76M | Buy |
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|
2019
Q4 | $10.5M | Buy |
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|
2019
Q3 | $9.51M | Sell |
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|
2019
Q2 | $8.98M | Buy |
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|
2019
Q1 | $3.08M | Buy |
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|
2018
Q4 | $2.45M | Sell |
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|
2018
Q3 | $2.98M | Buy |
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|
2018
Q2 | $3.03M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $942K | Buy |
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|
2017
Q3 | $835K | Buy |
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|
2017
Q2 | $702K | Buy |
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|
2017
Q1 | $292K | Buy |
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|
2016
Q4 | $273K | Sell |
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|
2016
Q3 | $228K | Buy |
|
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|
2016
Q2 | $203K | Buy |
|
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $494K | Sell |
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|
2015
Q3 | $520K | Buy |
|
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|
2015
Q2 | $513K | Buy |
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|
2015
Q1 | $21K | Sell |
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|
2014
Q4 | $301K | Sell |
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|
2014
Q3 | $386K | Buy |
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|
2014
Q2 | $23K | Sell |
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|
2014
Q1 | $40K | Buy |
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|
2013
Q4 | $19K | Buy |
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