Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $427K | Hold |
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|
2018
Q1 | $426K | Sell |
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|
2017
Q4 | $461K | Sell |
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|
2017
Q3 | $493K | Sell |
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|
2017
Q2 | $811K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $801K | Sell |
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|
2016
Q3 | $920K | Sell |
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|
2016
Q2 | $1.39M | Sell |
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|
2016
Q1 | $2.24M | Buy |
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|
2015
Q4 | $955K | Buy |
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|
2015
Q3 | $851K | Buy |
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|
2015
Q2 | $524K | Hold |
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|
2015
Q1 | $545K | Sell |
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|
2014
Q4 | $548K | Hold |
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|
2014
Q3 | $546K | Hold |
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|
2014
Q2 | $561K | Hold |
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|
2014
Q1 | $549K | Buy |
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