First Personal Financial Services’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
Q3 | $223K | Buy |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $168K | Buy |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $106K | Hold |
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|
2023
Q1 | $93K | Hold |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $100K | Hold |
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|
2022
Q2 | $97K | Sell |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $364K | Hold |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $321K | Hold |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $600K | Sell |
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|
2019
Q3 | $825K | Sell |
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|
2019
Q2 | $797K | Buy |
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|
2019
Q1 | $799K | Buy |
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|
2018
Q4 | $750K | Buy |
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|
2018
Q3 | $774K | Sell |
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|
2018
Q2 | $833K | Sell |
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|
2018
Q1 | $975K | Sell |
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|
2017
Q4 | $1.57M | Sell |
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|
2017
Q3 | $1.48M | Buy |
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|
2017
Q2 | $1.47M | Buy |
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|
2017
Q1 | $1.46M | Sell |
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|
2016
Q4 | $1.45M | Sell |
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|
2016
Q3 | $1.41M | Buy |
|
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|
2016
Q2 | $1.45M | Buy |
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|
2016
Q1 | $686K | Buy |
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|
2015
Q4 | $720K | Buy |
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|
2015
Q3 | $187K | Buy |
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|
2015
Q2 | $158K | Buy |
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|
2015
Q1 | $127K | Buy |
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|
2014
Q4 | $96K | Buy |
|