Merriman Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$215K Buy
2018
Q4
Sell
2018
Q3
$211K Sell
2018
Q2
$283K Sell
2018
Q1
$293K Sell
2017
Q4
$349K Buy
2017
Q3
$224K Buy