MYCIO Wealth Partners’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 | $370K | Hold |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $397K | Hold |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $375K | Hold |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.63M | Buy |
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|
2019
Q3 | $516K | Sell |
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|
2019
Q2 | $777K | Sell |
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|
2019
Q1 | $817K | Sell |
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|
2018
Q4 | $908K | Buy |
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|
2018
Q3 | $931K | Sell |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $629K | Sell |
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|
2017
Q4 | $740K | Sell |
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|
2017
Q3 | $1.29M | Sell |
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|
2017
Q2 | $1.44M | Sell |
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|
2017
Q1 | $1.62M | Buy |
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|
2016
Q4 | $1.48M | Buy |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $1.11M | Sell |
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|
2016
Q1 | $1.23M | Sell |
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|
2015
Q4 | $1.42M | Buy |
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|
2015
Q3 | $1.34M | Buy |
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|
2015
Q2 | $1.46M | Buy |
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|
2015
Q1 | $1.37M | Buy |
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|
2014
Q4 | $1.35M | Buy |
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|
2014
Q3 | $1.11M | Hold |
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|
2014
Q2 | $1.13M | Hold |
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|
2014
Q1 | $1.07M | Hold |
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|
2013
Q4 | $974K | Buy |
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|
2013
Q3 | $886K | Sell |
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|
2013
Q2 | $885K | Buy |
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