GCA
Guardian Capital Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.38M | Sell |
61,018
-790
| -1% | -$43.8K | 0.33% | 73 |
|
|
2024
Q2 | $3.69M | Sell |
61,808
-5,214
| -8% | -$311K | 0.39% | 66 |
|
|
2024
Q1 | $3.83M | Sell |
67,022
-4,518
| -6% | -$258K | 0.41% | 65 |
|
|
2023
Q4 | $3.57M | Sell |
71,540
-2,212
| -3% | -$110K | 0.37% | 67 |
|
|
2023
Q3 | $2.93M | Sell |
73,752
-200
| -0.3% | -$7.94K | 0.33% | 72 |
|
|
2023
Q2 | $3.2M | Sell |
73,952
-5,011
| -6% | -$217K | 0.36% | 68 |
|
|
2023
Q1 | $3.09M | Sell |
78,963
-9,160
| -10% | -$359K | 0.36% | 70 |
|
|
2022
Q4 | $3.77M | Buy |
88,123
+1,500
| +2% | +$64.2K | 0.43% | 65 |
|
|
2022
Q3 | $3.51M | Buy |
86,623
+5,475
| +7% | +$222K | 0.44% | 61 |
|
|
2022
Q2 | $3.14M | Sell |
81,148
-21,280
| -21% | -$824K | 0.36% | 64 |
|
|
2022
Q1 | $4.96M | Buy |
102,428
+4,000
| +4% | +$194K | 0.48% | 58 |
|
|
2021
Q4 | $5.55M | Sell |
98,428
-1,131
| -1% | -$63.8K | 0.53% | 55 |
|
|
2021
Q3 | $4.68M | Sell |
99,559
-2,054
| -2% | -$96.6K | 0.49% | 56 |
|
|
2021
Q2 | $4.58M | Buy |
101,613
+1,091
| +1% | +$49.2K | 0.47% | 57 |
|
|
2021
Q1 | $4.22M | Sell |
100,522
-6,375
| -6% | -$268K | 0.48% | 57 |
|
|
2020
Q4 | $3.26M | Sell |
106,897
-7,687
| -7% | -$235K | 0.44% | 58 |
|
|
2020
Q3 | $2.66M | Sell |
114,584
-75,111
| -40% | -$1.75M | 0.41% | 64 |
|
|
2020
Q2 | $3.54M | Sell |
189,695
-5,395
| -3% | -$101K | 0.68% | 42 |
|
|
2020
Q1 | $3.64M | Sell |
195,090
-1,555
| -0.8% | -$29K | 0.88% | 35 |
|
|
2019
Q4 | $9.7M | Sell |
196,645
-4,887
| -2% | -$241K | 1.22% | 26 |
|
|
2019
Q3 | $9.77M | Buy |
201,532
+4,070
| +2% | +$197K | 1.31% | 24 |
|
|
2019
Q2 | $9.41M | Buy |
197,462
+2,310
| +1% | +$110K | 1.24% | 26 |
|
|
2019
Q1 | $9.29M | Sell |
195,152
-4,815
| -2% | -$229K | 1.24% | 23 |
|
|
2018
Q4 | $9.68M | Buy |
199,967
+9,410
| +5% | +$456K | 1.41% | 21 |
|
|
2018
Q3 | $10.2M | Sell |
190,557
-380
| -0.2% | -$20.3K | 1.39% | 19 |
|
|
2018
Q2 | $10.9M | Buy |
190,937
+2,160
| +1% | +$123K | 1.46% | 19 |
|
|
2018
Q1 | $9.61M | Sell |
188,777
-6,867
| -4% | -$349K | 1.35% | 19 |
|
|
2017
Q4 | $12.6M | Buy |
195,644
+2,690
| +1% | +$173K | 1.64% | 14 |
|
|
2017
Q3 | $10.6M | Buy |
192,954
+4,425
| +2% | +$243K | 1.46% | 17 |
|
|
2017
Q2 | $10.5M | Buy |
188,529
+505
| +0.3% | +$28.1K | 1.51% | 17 |
|
|
2017
Q1 | $10.4M | Sell |
188,024
-49
| -0% | -$2.71K | 1.49% | 17 |
|
|
2016
Q4 | $10.4M | Buy |
188,073
+10,594
| +6% | +$585K | 1.49% | 17 |
|
|
2016
Q3 | $7.93M | Buy |
177,479
+744
| +0.4% | +$33.2K | 1.42% | 18 |
|
|
2016
Q2 | $8.1M | Sell |
176,735
-2,980
| -2% | -$137K | 1.51% | 19 |
|
|
2016
Q1 | $8.54M | Buy |
179,715
+4,174
| +2% | +$198K | 1.59% | 14 |
|
|
2015
Q4 | $9.07M | Sell |
175,541
-555
| -0.3% | -$28.7K | 1.88% | 9 |
|
|
2015
Q3 | $8.87M | Sell |
176,096
-790
| -0.4% | -$39.8K | 1.83% | 9 |
|
|
2015
Q2 | $10.2M | Buy |
176,886
+7,360
| +4% | +$424K | 1.91% | 9 |
|
|
2015
Q1 | $11.2M | Sell |
169,526
-870
| -0.5% | -$57.7K | 1.7% | 10 |
|
|
2014
Q4 | $10.3M | Sell |
170,396
-5,220
| -3% | -$316K | 1.68% | 12 |
|
|
2014
Q3 | $10.2M | Sell |
175,616
-530
| -0.3% | -$30.7K | 1.69% | 11 |
|
|
2014
Q2 | $9.18M | Buy |
176,146
+4,990
| +3% | +$260K | 1.61% | 11 |
|
|
2014
Q1 | $8.42M | Sell |
171,156
-1,321
| -0.8% | -$65K | 1.61% | 12 |
|
|
2013
Q4 | $8.14M | Buy |
172,477
+1,630
| +1% | +$77K | 1.59% | 12 |
|
|
2013
Q3 | $7.05M | Buy |
170,847
+10,479
| +7% | +$432K | 1.5% | 12 |
|
|
2013
Q2 | $6.56M | Buy |
+160,368
| New | +$6.56M | 1.85% | 9 |
|