Marshwinds Advisory’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
Q4 | $654K | Buy |
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|
2018
Q3 | $745K | Buy |
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|
2018
Q2 | $766K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $210K | Sell |
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|
2017
Q2 | $438K | Sell |
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|
2017
Q1 | $459K | Sell |
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|
2016
Q4 | $488K | Sell |
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|
2016
Q3 | $405K | Buy |
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|
2016
Q2 | $432K | Sell |
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|
2016
Q1 | $462K | Buy |
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|
2015
Q4 | $519K | Buy |
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|
2015
Q3 | $489K | Sell |
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|
2015
Q2 | $539K | Sell |
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|
2015
Q1 | $578K | Sell |
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|
2014
Q4 | $584K | Buy |
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|
2014
Q3 | $552K | Buy |
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|
2014
Q2 | $379K | Buy |
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|
2014
Q1 | $358K | Buy |
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|
2013
Q4 | $222K | Sell |
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|
2013
Q3 | $210K | Buy |
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|
2013
Q2 | $209K | Buy |
|