Northwest Quadrant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $203K | Sell |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $410K | Buy |
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|
2019
Q2 | $371K | Buy |
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|
2019
Q1 | $391K | Buy |
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|
2018
Q4 | $392K | Buy |
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|
2018
Q3 | $416K | Sell |
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|
2018
Q2 | $442K | Buy |
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|
2018
Q1 | $399K | Buy |
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|
2017
Q4 | $435K | Sell |
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|
2017
Q3 | $409K | Sell |
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|
2017
Q2 | $515K | Buy |
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|
2017
Q1 | $535K | Buy |
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|
2016
Q4 | $546K | Buy |
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