Guardian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.38M | Sell |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $3.83M | Sell |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3.2M | Sell |
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|
2023
Q1 | $3.09M | Sell |
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|
2022
Q4 | $3.77M | Buy |
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|
2022
Q3 | $3.51M | Buy |
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|
2022
Q2 | $3.14M | Sell |
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|
2022
Q1 | $4.96M | Buy |
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|
2021
Q4 | $5.55M | Sell |
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|
2021
Q3 | $4.68M | Sell |
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|
2021
Q2 | $4.58M | Buy |
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|
2021
Q1 | $4.22M | Sell |
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|
2020
Q4 | $3.26M | Sell |
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|
2020
Q3 | $2.66M | Sell |
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|
2020
Q2 | $3.54M | Sell |
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|
2020
Q1 | $3.64M | Sell |
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|
2019
Q4 | $9.7M | Sell |
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|
2019
Q3 | $9.77M | Buy |
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|
2019
Q2 | $9.41M | Buy |
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|
2019
Q1 | $9.29M | Sell |
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|
2018
Q4 | $9.68M | Buy |
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|
2018
Q3 | $10.2M | Sell |
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|
2018
Q2 | $10.9M | Buy |
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|
2018
Q1 | $9.61M | Sell |
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|
2017
Q4 | $12.6M | Buy |
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|
2017
Q3 | $10.6M | Buy |
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|
2017
Q2 | $10.5M | Buy |
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|
2017
Q1 | $10.4M | Sell |
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|
2016
Q4 | $10.4M | Buy |
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|
2016
Q3 | $7.93M | Buy |
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|
2016
Q2 | $8.1M | Sell |
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|
2016
Q1 | $8.54M | Buy |
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|
2015
Q4 | $9.07M | Sell |
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|
2015
Q3 | $8.87M | Sell |
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|
2015
Q2 | $10.2M | Buy |
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|
2015
Q1 | $11.2M | Sell |
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|
2014
Q4 | $10.3M | Sell |
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|
2014
Q3 | $10.2M | Sell |
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|
2014
Q2 | $9.18M | Buy |
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|
2014
Q1 | $8.42M | Sell |
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|
2013
Q4 | $8.14M | Buy |
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|
2013
Q3 | $7.05M | Buy |
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|
2013
Q2 | $6.56M | Buy |
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