Eagle Ridge Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $420K | Hold |
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|
2018
Q3 | $479K | Hold |
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|
2018
Q2 | $505K | Buy |
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|
2018
Q1 | $462K | Sell |
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|
2017
Q4 | $607K | Sell |
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|
2017
Q3 | $827K | Sell |
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|
2017
Q2 | $833K | Sell |
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|
2017
Q1 | $843K | Buy |
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|
2016
Q4 | $369K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $606K | Sell |
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|
2014
Q2 | $638K | Sell |
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|
2014
Q1 | $673K | Sell |
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|
2013
Q4 | $642K | Sell |
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|
2013
Q3 | $591K | Sell |
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|
2013
Q2 | $609K | Buy |
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