Keystone Financial Planning’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
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $5.38M | Buy |
|
|||||
|
2020
Q1 | $5.84M | Buy |
|
|||||
|
2019
Q4 | $6.19M | Buy |
|
|||||
|
2019
Q3 | $5.78M | Buy |
|
|||||
|
2019
Q2 | $5.28M | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $374K | Hold |
|
|||||
|
2017
Q1 | $376K | Buy |
|
|||||
|
2016
Q4 | $370K | Sell |
|
|||||
|
2016
Q3 | $301K | Hold |
|
|||||
|
2016
Q2 | $322K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $45K | Buy |
|