Mercer Capital Advisers’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $23K | Sell |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $34K | Buy |
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|
2019
Q4 | $63K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $55K | Buy |
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|
2019
Q1 | $57K | Hold |
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|
2018
Q4 | $54K | Buy |
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|
2018
Q3 | $34K | Sell |
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|
2018
Q2 | $63K | Sell |
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|
2018
Q1 | $81K | Hold |
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|
2017
Q4 | $93K | Hold |
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|
2017
Q3 | $85K | Hold |
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|
2017
Q2 | $85K | Buy |
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|
2017
Q1 | $85K | Hold |
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|
2016
Q4 | $85K | Sell |
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|
2016
Q3 | $86K | Sell |
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|
2016
Q2 | $93K | Sell |
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|
2016
Q1 | $105K | Buy |
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|
2015
Q4 | $118K | Buy |
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|
2015
Q3 | $83K | Hold |
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|
2015
Q2 | $91K | Hold |
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|
2015
Q1 | $88K | Hold |
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|
2014
Q4 | $88K | Buy |
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