Davidson & Garrard’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $799K | Sell |
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|
2017
Q2 | $842K | Sell |
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|
2017
Q1 | $875K | Hold |
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|
2016
Q4 | $881K | Sell |
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|
2016
Q3 | $933K | Hold |
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|
2016
Q2 | $960K | Hold |
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|
2016
Q1 | $969K | Hold |
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|
2015
Q4 | $970K | Sell |
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|
2015
Q3 | $978K | Sell |
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|
2015
Q2 | $1.04M | Sell |
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|
2015
Q1 | $1.14M | Hold |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $1.17M | Hold |
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|
2014
Q2 | $1.2M | Hold |
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|
2014
Q1 | $1.17M | Sell |
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|
2013
Q4 | $1.14M | Sell |
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|
2013
Q3 | $1.16M | Buy |
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|
2013
Q2 | $1.18M | Buy |
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