Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $328K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $181K | Sell |
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|
2023
Q1 | $188K | Buy |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $197K | Buy |
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|
2022
Q1 | $189K | Buy |
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|
2021
Q4 | $58K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $16K | Sell |
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|
2020
Q1 | $24K | Sell |
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|
2019
Q4 | $107K | Sell |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $448K | Buy |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | $158K | Hold |
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|
2018
Q3 | $181K | Sell |
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|
2018
Q2 | $399K | Buy |
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|
2018
Q1 | $188K | Buy |
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|
2017
Q4 | $162K | Buy |
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