Heritage Way 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $288K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.57M | Buy |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $1.62M | Sell |
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|
2017
Q4 | $1.88M | Sell |
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|
2017
Q3 | $2.02M | Sell |
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|
2017
Q2 | $2.07M | Buy |
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|
2017
Q1 | $1.98M | Buy |
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|
2016
Q4 | $1.94M | Buy |
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