Frontier Wealth Management’s Wells Fargo WFC Stock Holding History

Frontier Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$597K	Sell	15,245 -3,598	-19%	-$141K	0.04%	224
2022 Q1	$912K	Sell	18,843 -7,118	-27%	-$345K	0.01%	190
2021 Q4	$1.25M	Sell	25,961 -6,869	-21%	-$330K	0.08%	155
2021 Q3	$1.52M	Buy	32,830 +1,294	+4%	+$60.1K	0.11%	143
2021 Q2	$1.43M	Buy	31,536 +1,396	+5%	+$63.2K	0.1%	148
2021 Q1	$1.18M	Sell	30,140 -885	-3%	-$34.6K	0.09%	149
2020 Q4	$936K	Sell	31,025 -23,829	-43%	-$719K	0.08%	166
2020 Q3	$1.29M	Buy	54,854 +9,307	+20%	+$219K	0.12%	125
2020 Q2	$1.17M	Sell	45,547 -35,777	-44%	-$916K	0.11%	128
2020 Q1	$2.33M	Buy	81,324 +3,121	+4%	+$89.6K	0.38%	71
2019 Q4	$4.21M	Sell	78,203 -17,368	-18%	-$934K	0.67%	34
2019 Q3	$4.82M	Buy	95,571 +25,012	+35%	+$1.26M	0.71%	34
2019 Q2	$3.34M	Sell	70,559 -5,061	-7%	-$239K	0.49%	46
2019 Q1	$3.65M	Sell	75,620 -6,093	-7%	-$294K	0.5%	46
2018 Q4	$3.77M	Buy	81,713 +14,104	+21%	+$650K	0.57%	41
2018 Q3	$3.55M	Sell	67,609 -13,490	-17%	-$709K	0.34%	50
2018 Q2	$4.5M	Sell	81,099 -3,748	-4%	-$208K	0.64%	31
2018 Q1	$4.45M	Sell	84,847 -248	-0.3%	-$13K	0.62%	40
2017 Q4	$5.16M	Sell	85,095 -14,995	-15%	-$910K	0.83%	23
2017 Q3	$5.52M	Buy	100,090 +2,841	+3%	+$157K	0.8%	26
2017 Q2	$5.39M	Buy	97,249 +1,281	+1%	+$71K	0.83%	28
2017 Q1	$5.34M	Sell	95,968 -2,544	-3%	-$142K	0.82%	29
2016 Q4	$5.43M	Buy	98,512 +24,744	+34%	+$1.36M	0.89%	23
2016 Q3	$3.27M	Sell	73,768 -9,932	-12%	-$440K	0.5%	49
2016 Q2	$3.96M	Buy	83,700 +17,833	+27%	+$844K	0.63%	35
2016 Q1	$3.19M	Buy	65,867 +7,411	+13%	+$358K	0.27%	49
2015 Q4	$3.18M	Buy	58,456 +3,067	+6%	+$167K	0.51%	48
2015 Q3	$2.84M	Buy	55,389 +32,151	+138%	+$1.65M	0.45%	60
2015 Q2	$1.31M	Buy	23,238 +11,863	+104%	+$667K	0.2%	105
2015 Q1	$619K	Sell	11,375 -420	-4%	-$22.9K	0.1%	143
2014 Q4	$647K	Buy	+11,795	New	+$647K	0.12%	117