Dougherty Wealth Advisers’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
Q4 | – | Sell |
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|
2024
Q3 | $16.9K | Hold |
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|
2024
Q2 | $17.8K | Hold |
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|
2024
Q1 | $17.3K | Hold |
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|
2023
Q4 | $14.7K | Sell |
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|
2023
Q3 | $21.9K | Hold |
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|
2023
Q2 | $22.8K | Hold |
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|
2023
Q1 | $20K | Hold |
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|
2022
Q4 | $22.1K | Sell |
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|
2022
Q3 | $39K | Sell |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $58K | Hold |
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|
2021
Q4 | $57K | Sell |
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|
2021
Q3 | $61K | Sell |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $42K | Sell |
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|
2020
Q3 | $42K | Sell |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $145K | Hold |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $263K | Sell |
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|
2019
Q2 | $351K | Hold |
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|
2019
Q1 | $359K | Hold |
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|
2018
Q4 | $357K | Buy |
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