Huber 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
2020
Q1
Sell
2019
Q4
$290K Hold
2019
Q3
$272K Hold
2019
Q2
$255K Hold
2019
Q1
$260K Sell
2018
Q4
$261K Buy
2018
Q3
$283K Hold
2018
Q2
$298K Hold
2018
Q1
$282K Sell
2017
Q4
$365K Buy