Intellectus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $473K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $539K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $184K | Hold |
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|
2018
Q4 | $176K | Buy |
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|
2018
Q3 | $105K | Hold |
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|
2018
Q2 | $111K | Sell |
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|
2018
Q1 | $118K | Sell |
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|
2017
Q4 | $183K | Sell |
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|
2017
Q3 | $191K | Hold |
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|
2017
Q2 | $192K | Buy |
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|
2017
Q1 | $151K | Hold |
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|
2016
Q4 | $149K | Buy |
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