Investment House LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $235K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $405K | Buy |
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|
2019
Q3 | $366K | Sell |
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|
2019
Q2 | $628K | Buy |
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|
2019
Q1 | $355K | Buy |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $489K | Buy |
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|
2018
Q1 | $355K | Sell |
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|
2017
Q4 | $418K | Sell |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $403K | Sell |
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|
2017
Q1 | $427K | Hold |
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|
2016
Q4 | $423K | Sell |
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|
2016
Q3 | $380K | Sell |
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|
2016
Q2 | $449K | Buy |
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|
2016
Q1 | $413K | Buy |
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|
2015
Q4 | $424K | Buy |
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|
2015
Q3 | $328K | Buy |
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|
2015
Q2 | $309K | Buy |
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|
2015
Q1 | $282K | Hold |
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|
2014
Q4 | $285K | Hold |
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|
2014
Q3 | $269K | Sell |
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|
2014
Q2 | $282K | Hold |
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|
2014
Q1 | $267K | Buy |
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|
2013
Q4 | $224K | Buy |
|