Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.46M | Buy |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $2.54M | Sell |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $1.95M | Sell |
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|
2020
Q3 | $1.84M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $537K | Sell |
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|
2019
Q2 | $506K | Sell |
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|
2019
Q1 | $581K | Hold |
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|
2018
Q4 | $554K | Sell |
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|
2018
Q3 | $716K | Buy |
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|
2018
Q2 | $743K | Sell |
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|
2018
Q1 | $719K | Buy |
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|
2017
Q4 | $805K | Buy |
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|
2017
Q3 | $727K | Sell |
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|
2017
Q2 | $732K | Sell |
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|
2017
Q1 | $862K | Sell |
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|
2016
Q4 | $861K | Buy |
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|
2016
Q3 | $475K | Sell |
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|
2016
Q2 | $511K | Sell |
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|
2016
Q1 | $524K | Sell |
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|
2015
Q4 | $599K | Buy |
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