J.W. Burns & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $238K | Hold |
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|
2018
Q3 | $272K | Sell |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $309K | Hold |
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|
2017
Q4 | $358K | Hold |
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|
2017
Q3 | $325K | Sell |
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|
2017
Q2 | $353K | Sell |
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|
2017
Q1 | $380K | Sell |
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|
2016
Q4 | $390K | Sell |
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|
2016
Q3 | $337K | Sell |
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|
2016
Q2 | $5.03M | Buy |
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|
2016
Q1 | $5.06M | Buy |
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|
2015
Q4 | $5.61M | Buy |
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|
2015
Q3 | $4.8M | Buy |
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|
2015
Q2 | $5.14M | Sell |
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|
2015
Q1 | $5M | Sell |
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|
2014
Q4 | $5.21M | Sell |
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|
2014
Q3 | $5.11M | Sell |
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|
2014
Q2 | $5.43M | Buy |
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|
2014
Q1 | $5.12M | Buy |
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|
2013
Q4 | $4.58M | Sell |
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|
2013
Q3 | $4.18M | Buy |
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|
2013
Q2 | $4.16M | Buy |
|