CSat Investment Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $297K | Buy |
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|
2019
Q4 | $482K | Buy |
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|
2019
Q3 | $386K | Buy |
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|
2019
Q2 | $315K | Buy |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q4 | $1K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $1K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.25M | Sell |
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|
2016
Q1 | $2.65M | Sell |
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|
2015
Q4 | $6.74M | Buy |
|