Icon Wealth Partners’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
Q3 | $323K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $250K | Sell |
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|
2018
Q3 | $323K | Buy |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $510K | Buy |
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