Edge Capital Group’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 | $925K | Buy |
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|
2024
Q3 | $694K | Sell |
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|
2024
Q2 | $763K | Sell |
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|
2024
Q1 | $909K | Buy |
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|
2023
Q4 | $757K | Sell |
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|
2023
Q3 | $642K | Buy |
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $710K | Buy |
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|
2022
Q3 | $498K | Sell |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $572K | Buy |
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|
2021
Q4 | $562K | Hold |
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|
2021
Q3 | $544K | Sell |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $596K | Sell |
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|
2020
Q4 | $466K | Sell |
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|
2020
Q3 | $540K | Buy |
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|
2020
Q2 | $587K | Sell |
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|
2020
Q1 | $675K | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $1.58M | Buy |
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|
2018
Q4 | $694K | Buy |
|