Kelman-Lazarov Inc’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 | $491K | Sell |
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|
2019
Q3 | $472K | Sell |
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|
2019
Q2 | $528K | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $2.33M | Sell |
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|
2018
Q2 | $2.97M | Sell |
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|
2018
Q1 | $2.96M | Sell |
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|
2017
Q4 | $3.71M | Sell |
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|
2017
Q3 | $3.38M | Sell |
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|
2017
Q2 | $3.56M | Buy |
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|
2017
Q1 | $3.37M | Buy |
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|
2016
Q4 | $3.31M | Buy |
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|
2016
Q3 | $2.55M | Buy |
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|
2016
Q2 | $2.69M | Buy |
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|
2016
Q1 | $2.76M | Buy |
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