Middleton & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $240K | Sell |
|
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|
2021
Q3 | $242K | Sell |
|
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $232K | Buy |
|
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $845K | Sell |
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|
2019
Q3 | $852K | Hold |
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|
2019
Q2 | $800K | Sell |
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|
2019
Q1 | $857K | Sell |
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|
2018
Q4 | $831K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $2.11M | Sell |
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|
2017
Q3 | $2.42M | Sell |
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|
2017
Q2 | $2.62M | Sell |
|
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|
2017
Q1 | $2.77M | Sell |
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|
2016
Q4 | $4.24M | Sell |
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|
2016
Q3 | $5.12M | Sell |
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|
2016
Q2 | $9.08M | Sell |
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|
2016
Q1 | $9.31M | Buy |
|
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|
2015
Q4 | $10.4M | Buy |
|
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|
2015
Q3 | $9.47M | Buy |
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|
2015
Q2 | $10.2M | Buy |
|
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|
2015
Q1 | $9.88M | Buy |
|
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|
2014
Q4 | $9.75M | Buy |
|
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|
2014
Q3 | $9.17M | Sell |
|
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|
2014
Q2 | $9.45M | Buy |
|
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|
2014
Q1 | $8.73M | Buy |
|
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|
2013
Q4 | $7.81M | Sell |
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|
2013
Q3 | $7.18M | Buy |
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|
2013
Q2 | $6.92M | Buy |
|