Heron Financial Group’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
Q2 | $204K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $514K | Sell |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $409K | Buy |
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