Cordasco Financial Network’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $59K | Hold |
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|
2022
Q1 | $73K | Hold |
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|
2021
Q4 | $72K | Hold |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $45K | Sell |
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|
2020
Q3 | $48K | Buy |
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|
2020
Q2 | $38K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Hold |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $26K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $118K | Hold |
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|
2016
Q2 | $118K | Hold |
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|
2016
Q1 | $121K | Hold |
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|
2015
Q4 | $136K | Sell |
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|
2015
Q3 | $241K | Hold |
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|
2015
Q2 | $264K | Buy |
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|
2015
Q1 | $242K | Buy |
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|
2014
Q4 | $217K | Hold |
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|
2014
Q3 | $205K | Hold |
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|
2014
Q2 | $208K | Hold |
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|
2014
Q1 | $196K | Buy |
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|
2013
Q4 | $100K | Buy |
|