Exeter Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $526K | Hold |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $428K | Hold |
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|
2021
Q1 | $371K | Hold |
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|
2020
Q4 | $287K | Hold |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $532K | Sell |
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|
2019
Q3 | $572K | Buy |
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|
2019
Q2 | $532K | Sell |
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|
2019
Q1 | $548K | Buy |
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|
2018
Q4 | $520K | Sell |
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|
2018
Q3 | $646K | Buy |
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|
2018
Q2 | $601K | Sell |
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|
2018
Q1 | $641K | Sell |
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|
2017
Q4 | $755K | Buy |
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