Homrich & Berg’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
Q3 | $1.74M | Buy |
|
|||||
|
2021
Q2 | $1.57M | Buy |
|
|||||
|
2021
Q1 | $1.06M | Buy |
|
|||||
|
2020
Q4 | $720K | Sell |
|
|||||
|
2020
Q3 | $641K | Buy |
|
|||||
|
2020
Q2 | $624K | Sell |
|
|||||
|
2020
Q1 | $748K | Sell |
|
|||||
|
2019
Q4 | $2.46M | Sell |
|
|||||
|
2019
Q3 | $2.46M | Sell |
|
|||||
|
2019
Q2 | $2.33M | Buy |
|
|||||
|
2019
Q1 | $2.24M | Buy |
|
|||||
|
2018
Q4 | $2.03M | Sell |
|
|||||
|
2018
Q3 | $2.47M | Buy |
|
|||||
|
2018
Q2 | $2.15M | Buy |
|
|||||
|
2018
Q1 | $2M | Buy |
|
|||||
|
2017
Q4 | $1.67M | Buy |
|
|||||
|
2017
Q3 | $1.28M | Sell |
|
|||||
|
2017
Q2 | $1.31M | Sell |
|
|||||
|
2017
Q1 | $1.46M | Sell |
|
|||||
|
2016
Q4 | $1.6M | Buy |
|
|||||
|
2016
Q3 | $1.19M | Buy |
|
|||||
|
2016
Q2 | $1M | Buy |
|
|||||
|
2016
Q1 | $1.02M | Sell |
|
|||||
|
2015
Q4 | $1.19M | Buy |
|
|||||
|
2015
Q3 | $893K | Sell |
|
|||||
|
2015
Q2 | $997K | Buy |
|
|||||
|
2015
Q1 | $927K | Buy |
|
|||||
|
2014
Q4 | $765K | Buy |
|
|||||
|
2014
Q3 | $588K | Sell |
|
|||||
|
2014
Q2 | $2.84M | Buy |
|
|||||
|
2014
Q1 | $2.63M | Buy |
|
|||||
|
2013
Q4 | $402K | Buy |
|