Fieldpoint Private Securities’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
Q2 | $227K | Buy |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | $184K | Buy |
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|
2021
Q2 | $193K | Buy |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q4 | $101K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $259K | Buy |
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|
2019
Q4 | $392K | Sell |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $450K | Sell |
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|
2019
Q1 | $498K | Buy |
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|
2018
Q4 | $452K | Buy |
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|
2018
Q3 | $407K | Buy |
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|
2018
Q2 | $402K | Hold |
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|
2018
Q1 | $380K | Sell |
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|
2017
Q4 | $683K | Buy |
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|
2017
Q3 | $548K | Buy |
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|
2017
Q2 | $422K | Buy |
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|
2017
Q1 | $344K | Buy |
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