Huntington Steele’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $359K | Sell |
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|
2017
Q4 | $428K | Hold |
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|
2017
Q3 | $389K | Buy |
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|
2017
Q2 | $391K | Hold |
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|
2017
Q1 | $392K | Buy |
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|
2016
Q4 | $380K | Buy |
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|
2016
Q3 | $306K | Hold |
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|
2016
Q2 | $327K | Sell |
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|
2016
Q1 | $356K | Buy |
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|
2015
Q4 | $390K | Hold |
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|
2015
Q3 | $369K | Hold |
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|
2015
Q2 | $404K | Buy |
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|
2015
Q1 | $388K | Sell |
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|
2014
Q4 | $531K | Hold |
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|
2014
Q3 | $503K | Hold |
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|
2014
Q2 | $509K | Hold |
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|
2014
Q1 | $482K | Hold |
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|
2013
Q4 | $440K | Hold |
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|
2013
Q3 | $400K | Sell |
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|
2013
Q2 | $423K | Buy |
|