Mosaic Family Wealth’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
Q4 | $270K | Sell |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $325K | Buy |
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|
2019
Q3 | $298K | Sell |
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|
2019
Q2 | $279K | Sell |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $337K | Sell |
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|
2018
Q3 | $444K | Sell |
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|
2018
Q2 | $476K | Sell |
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|
2018
Q1 | $479K | Sell |
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|
2017
Q4 | $572K | Sell |
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|
2017
Q3 | $565K | Buy |
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|
2017
Q2 | $541K | Buy |
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|
2017
Q1 | $536K | Sell |
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|
2016
Q4 | $587K | Sell |
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|
2016
Q3 | $586K | Sell |
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|
2016
Q2 | $790K | Buy |
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|
2016
Q1 | $494K | Sell |
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|
2015
Q4 | $571K | Buy |
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