Independent Portfolio Consultants’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $42K | Sell |
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|
2017
Q1 | $628K | Sell |
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|
2016
Q4 | $2.07M | Buy |
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|
2016
Q3 | $1.64M | Buy |
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|
2016
Q2 | $1.69M | Buy |
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|
2016
Q1 | $543K | Sell |
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|
2015
Q4 | $625K | Sell |
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|
2015
Q3 | $933K | Buy |
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|
2015
Q2 | $1M | Buy |
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|
2015
Q1 | $961K | Sell |
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|
2014
Q4 | $979K | Buy |
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|
2014
Q3 | $437K | Sell |
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|
2014
Q2 | $444K | Buy |
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|
2014
Q1 | $279K | Sell |
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|
2013
Q4 | $380K | Buy |
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|
2013
Q3 | $280K | Sell |
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|
2013
Q2 | $312K | Buy |
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