Gideon Capital Advisors’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
Q1 | – | Sell |
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|
2019
Q4 | $4.48M | Buy |
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|
2019
Q3 | $854K | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $3.38M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $401K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $848K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4.12M | Buy |
|
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|
2016
Q2 | $2.54M | Buy |
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|
2016
Q1 | $1.73M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5.89M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.01M | Buy |
|