GW & Wade’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $218K | Sell |
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|
2020
Q2 | $6.64M | Buy |
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|
2020
Q1 | $6.29M | Sell |
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|
2019
Q4 | $11.8M | Buy |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q2 | $9.71M | Buy |
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|
2019
Q1 | $9.79M | Buy |
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|
2018
Q4 | $6.68M | Sell |
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|
2018
Q3 | $11.1M | Buy |
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|
2018
Q2 | $11.6M | Buy |
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|
2018
Q1 | $10.8M | Buy |
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|
2017
Q4 | $12.4M | Buy |
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|
2017
Q3 | $11.2M | Buy |
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|
2017
Q2 | $11.2M | Buy |
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|
2017
Q1 | $11.1M | Buy |
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|
2016
Q4 | $7.33M | Buy |
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|
2016
Q3 | $5.84M | Buy |
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|
2016
Q2 | $6.21M | Buy |
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|
2016
Q1 | $5.73M | Sell |
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|
2015
Q4 | $8.32M | Buy |
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|
2015
Q3 | $7.69M | Buy |
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|
2015
Q2 | $8.05M | Buy |
|
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|
2015
Q1 | $6.78M | Buy |
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|
2014
Q4 | $4.89M | Sell |
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|
2014
Q3 | $4.7M | Buy |
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|
2014
Q2 | $3.38M | Buy |
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|
2014
Q1 | $2.97M | Buy |
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|
2013
Q4 | $2.34M | Buy |
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