Court Place Advisors’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 | – | Sell |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $432K | Sell |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $464K | Sell |
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|
2020
Q1 | $523K | Sell |
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|
2019
Q4 | $991K | Sell |
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|
2019
Q3 | $980K | Sell |
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|
2019
Q2 | $937K | Sell |
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|
2019
Q1 | $979K | Buy |
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|
2018
Q4 | $931K | Hold |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.21M | Sell |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.04M | Sell |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q3 | $852K | Buy |
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|
2016
Q2 | $571K | Buy |
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|
2016
Q1 | $454K | Buy |
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|
2015
Q4 | $336K | Buy |
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|
2015
Q3 | $313K | Sell |
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|
2015
Q2 | $354K | Hold |
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|
2015
Q1 | $343K | Hold |
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|
2014
Q4 | $345K | Hold |
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|
2014
Q3 | $327K | Hold |
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|
2014
Q2 | $331K | Hold |
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|
2014
Q1 | $313K | Hold |
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|
2013
Q4 | $286K | Buy |
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