HighTower Trust’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
Q1 | $331K | Sell |
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|
2022
Q4 | $402K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $360 | Buy |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $964K | Sell |
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|
2021
Q1 | $879K | Buy |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $673K | Buy |
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|
2020
Q1 | $695K | Buy |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $932K | Buy |
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|
2019
Q2 | $686K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $1.33M | Hold |
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|
2018
Q2 | $1.41M | Sell |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $1.67M | Hold |
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|
2017
Q3 | $1.52M | Sell |
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|
2017
Q2 | $2.08M | Sell |
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|
2017
Q1 | $2.13M | Buy |
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|
2016
Q4 | $1.97M | Sell |
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|
2016
Q3 | $3.11M | Sell |
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|
2016
Q2 | $7.19M | Buy |
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|
2016
Q1 | $3.57M | Buy |
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|
2015
Q4 | $3.31M | Buy |
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|
2015
Q3 | $1.15M | Sell |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.46M | Sell |
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|
2014
Q4 | $1.55M | Hold |
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|
2014
Q3 | $1.47M | Sell |
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|
2014
Q2 | $1.57M | Sell |
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|
2014
Q1 | $1.53M | Hold |
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|
2013
Q4 | $1.4M | Hold |
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|
2013
Q3 | $1.27M | Hold |
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|
2013
Q2 | $1.27M | Buy |
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