MWAC
Mariner Wealth Advisors (Cincinnati)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.71M | Sell |
32,549
-400
| -1% | -$21K | 0.09% | 119 |
|
|
2018
Q2 | $1.83M | Sell |
32,949
-7,706
| -19% | -$427K | 0.11% | 107 |
|
|
2018
Q1 | $2.13M | Sell |
40,655
-7,119
| -15% | -$373K | 0.13% | 94 |
|
|
2017
Q4 | $2.9M | Sell |
47,774
-84,858
| -64% | -$5.15M | 0.18% | 80 |
|
|
2017
Q3 | $7.32M | Sell |
132,632
-2,895
| -2% | -$160K | 0.47% | 57 |
|
|
2017
Q2 | $7.51M | Buy |
135,527
+5,741
| +4% | +$318K | 0.52% | 60 |
|
|
2017
Q1 | $7.22M | Sell |
129,786
-2,329
| -2% | -$130K | 0.52% | 62 |
|
|
2016
Q4 | $7.28M | Sell |
132,115
-1,833
| -1% | -$101K | 0.57% | 58 |
|
|
2016
Q3 | $5.93M | Buy |
133,948
+2,812
| +2% | +$125K | 0.51% | 61 |
|
|
2016
Q2 | $6.21M | Buy |
131,136
+10,494
| +9% | +$497K | 0.56% | 57 |
|
|
2016
Q1 | $5.83M | Buy |
120,642
+12,554
| +12% | +$607K | 0.57% | 54 |
|
|
2015
Q4 | $5.88M | Buy |
+108,088
| New | +$5.88M | 0.57% | 54 |
|
|
2015
Q1 | $5.6M | Buy |
102,992
+3,882
| +4% | +$211K | 0.79% | 43 |
|
|
2014
Q4 | $5.43M | Buy |
99,110
+8,534
| +9% | +$468K | 0.79% | 41 |
|
|
2014
Q3 | $4.7M | Sell |
90,576
-5,777
| -6% | -$300K | 0.75% | 41 |
|
|
2014
Q2 | $5.06M | Sell |
96,353
-2,050
| -2% | -$108K | 0.8% | 42 |
|
|
2014
Q1 | $4.9M | Sell |
98,403
-3,270
| -3% | -$163K | 0.79% | 44 |
|
|
2013
Q4 | $4.62M | Sell |
101,673
-1,729
| -2% | -$78.5K | 0.76% | 45 |
|
|
2013
Q3 | $4.27M | Buy |
103,402
+7,155
| +7% | +$296K | 0.79% | 43 |
|
|
2013
Q2 | $3.97M | Buy |
+96,247
| New | +$3.97M | 0.79% | 44 |
|