Notis-McConarty Edward’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $236K | Sell |
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|
2019
Q1 | $372K | Hold |
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|
2018
Q4 | $355K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $315K | Sell |
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|
2017
Q3 | $844K | Sell |
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|
2017
Q2 | $853K | Sell |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $1.56M | Sell |
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|
2016
Q3 | $1.32M | Buy |
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|
2016
Q2 | $1.41M | Sell |
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|
2016
Q1 | $1.46M | Sell |
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|
2015
Q4 | $1.65M | Hold |
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|
2015
Q3 | $1.56M | Buy |
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|
2015
Q2 | $1.71M | Buy |
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|
2015
Q1 | $1.58M | Sell |
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|
2014
Q4 | $1.61M | Hold |
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|
2014
Q3 | $1.53M | Sell |
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|
2014
Q2 | $1.7M | Hold |
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|
2014
Q1 | $1.61M | Sell |
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|
2013
Q4 | $1.48M | Buy |
|