Confluence Wealth Management’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
Q3 | $315K | Sell |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $604K | Buy |
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|
2019
Q4 | $336K | Hold |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $426K | Sell |
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|
2018
Q2 | $505K | Sell |
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|
2018
Q1 | $484K | Sell |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.34M | Sell |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.27M | Sell |
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|
2016
Q1 | $1.52M | Buy |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q3 | $1.48M | Buy |
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|
2015
Q2 | $292K | Buy |
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|
2015
Q1 | $271K | Buy |
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|
2014
Q4 | $214K | Buy |
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|
2014
Q3 | $202K | Sell |
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|
2014
Q2 | $302K | Buy |
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