HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $154K | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $269K | Sell |
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|
2020
Q4 | $218K | Sell |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $560K | Sell |
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|
2020
Q1 | $639K | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.83M | Sell |
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|
2018
Q2 | $2M | Buy |
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|
2018
Q1 | $1.89M | Sell |
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|
2017
Q4 | $2.23M | Buy |
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