MIAN
Mariner Independent Advisor Network’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.54M | Sell |
63,221
-964
| -2% | -$38.8K | 0.11% | 193 |
|
|
2022
Q2 | $2.55M | Buy |
64,185
+2,604
| +4% | +$103K | 0.11% | 197 |
|
|
2022
Q1 | $3.14M | Buy |
61,581
+22,701
| +58% | +$1.16M | 0.12% | 176 |
|
|
2021
Q4 | $1.92M | Sell |
38,880
-2,463
| -6% | -$121K | 0.09% | 229 |
|
|
2021
Q3 | $1.92M | Sell |
41,343
-21,072
| -34% | -$977K | 0.09% | 232 |
|
|
2021
Q2 | $2.83M | Buy |
62,415
+29,661
| +91% | +$1.34M | 0.13% | 181 |
|
|
2021
Q1 | $1.28M | Sell |
32,754
-1,204
| -4% | -$47.1K | 0.07% | 272 |
|
|
2020
Q4 | $1.03M | Buy |
33,958
+16,882
| +99% | +$510K | 0.05% | 283 |
|
|
2020
Q3 | $401K | Sell |
17,076
-3,026
| -15% | -$71.1K | 0.03% | 277 |
|
|
2020
Q2 | $505K | Sell |
20,102
-45,688
| -69% | -$1.15M | 0.05% | 262 |
|
|
2020
Q1 | $1.8M | Buy |
65,790
+4,195
| +7% | +$115K | 0.16% | 142 |
|
|
2019
Q4 | $3.31M | Buy |
61,595
+5,678
| +10% | +$305K | 0.24% | 97 |
|
|
2019
Q3 | $2.77M | Sell |
55,917
-9,336
| -14% | -$463K | 0.21% | 112 |
|
|
2019
Q2 | $3.1M | Buy |
65,253
+15,393
| +31% | +$731K | 0.23% | 107 |
|
|
2019
Q1 | $2.41M | Buy |
49,860
+5,118
| +11% | +$248K | 0.2% | 117 |
|
|
2018
Q4 | $2.11M | Sell |
44,742
-5,142
| -10% | -$242K | 0.19% | 128 |
|
|
2018
Q3 | $2.62M | Sell |
49,884
-32,531
| -39% | -$1.71M | 0.33% | 73 |
|
|
2018
Q2 | $4.57M | Sell |
82,415
-59,007
| -42% | -$3.27M | 0.81% | 33 |
|
|
2018
Q1 | $7.41M | Buy |
141,422
+68,427
| +94% | +$3.59M | 0.46% | 51 |
|
|
2017
Q4 | $4.43M | Buy |
72,995
+55,171
| +310% | +$3.35M | 0.46% | 50 |
|
|
2017
Q3 | $983K | Buy |
17,824
+4,192
| +31% | +$231K | 0.16% | 94 |
|
|
2017
Q2 | $755K | Buy |
+13,632
| New | +$755K | 0.11% | 141 |
|
|
2017
Q1 | – | Sell |
-83,584
| Closed | -$4.61M | – | 357 |
|
|
2016
Q4 | $4.61M | Sell |
83,584
-9,645
| -10% | -$532K | 0.75% | 40 |
|
|
2016
Q3 | $4.13M | Buy |
93,229
+14,030
| +18% | +$621K | 0.59% | 48 |
|
|
2016
Q2 | $3.75M | Buy |
79,199
+64,030
| +422% | +$3.03M | 0.71% | 43 |
|
|
2016
Q1 | $734K | Sell |
15,169
-21,844
| -59% | -$1.06M | 0.23% | 86 |
|
|
2015
Q4 | $2.01M | Buy |
37,013
+5,351
| +17% | +$291K | 1.35% | 21 |
|
|
2015
Q3 | $1.63M | Buy |
31,662
+6,507
| +26% | +$334K | 0.62% | 47 |
|
|
2015
Q2 | $1.41M | Buy |
25,155
+2,130
| +9% | +$120K | 0.69% | 49 |
|
|
2015
Q1 | $1.25M | Buy |
23,025
+1,454
| +7% | +$79.1K | 0.7% | 41 |
|
|
2014
Q4 | $1.18M | Buy |
21,571
+2,653
| +14% | +$145K | 0.55% | 48 |
|
|
2014
Q3 | $981K | Sell |
18,918
-4,209
| -18% | -$218K | 0.51% | 39 |
|
|
2014
Q2 | $1.22M | Buy |
+23,127
| New | +$1.22M | 0.6% | 40 |
|