Mariner Wealth Advisors (Cincinnati)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.83M | Sell |
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|
2018
Q1 | $2.13M | Sell |
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|
2017
Q4 | $2.9M | Sell |
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|
2017
Q3 | $7.32M | Sell |
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|
2017
Q2 | $7.51M | Buy |
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|
2017
Q1 | $7.22M | Sell |
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|
2016
Q4 | $7.28M | Sell |
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|
2016
Q3 | $5.93M | Buy |
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|
2016
Q2 | $6.21M | Buy |
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|
2016
Q1 | $5.83M | Buy |
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|
2015
Q4 | $5.88M | Buy |
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|
2015
Q1 | $5.6M | Buy |
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|
2014
Q4 | $5.43M | Buy |
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|
2014
Q3 | $4.7M | Sell |
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|
2014
Q2 | $5.06M | Sell |
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|
2014
Q1 | $4.89M | Sell |
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|
2013
Q4 | $4.62M | Sell |
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|
2013
Q3 | $4.27M | Buy |
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|
2013
Q2 | $3.97M | Buy |
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