Fulton Breakefield Broenniman’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $669K | Sell |
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|
2019
Q2 | $668K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.49M | Sell |
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|
2017
Q3 | $11.6M | Sell |
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|
2017
Q2 | $11.8M | Sell |
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|
2017
Q1 | $11.9M | Sell |
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|
2016
Q4 | $11.9M | Sell |
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|
2016
Q3 | $9.76M | Buy |
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|
2016
Q2 | $8.19M | Buy |
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|
2016
Q1 | $7.83M | Buy |
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|
2015
Q4 | $8.62M | Buy |
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|
2015
Q3 | $7.74M | Buy |
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|
2015
Q2 | $8.31M | Buy |
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|
2015
Q1 | $7.9M | Buy |
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|
2014
Q4 | $7.79M | Buy |
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|
2014
Q3 | $7.28M | Buy |
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|
2014
Q2 | $7.35M | Buy |
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|
2014
Q1 | $6.93M | Buy |
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|
2013
Q4 | $6.24M | Buy |
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|
2013
Q3 | $5.68M | Buy |
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|
2013
Q2 | $5.63M | Buy |
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