Osborn Williams & Donohoe’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 | $500K | Sell |
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|
2019
Q4 | $1.82M | Sell |
|
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|
2019
Q3 | $2.26M | Sell |
|
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|
2019
Q2 | $2.28M | Sell |
|
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|
2019
Q1 | $2.92M | Buy |
|
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|
2018
Q4 | $2.37M | Sell |
|
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|
2018
Q3 | $3.23M | Sell |
|
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|
2018
Q2 | $3.5M | Sell |
|
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|
2018
Q1 | $5.24M | Sell |
|
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|
2017
Q4 | $6.4M | Sell |
|
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|
2017
Q3 | $6.09M | Sell |
|
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|
2017
Q2 | $6.78M | Sell |
|
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|
2017
Q1 | $7.06M | Buy |
|
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|
2016
Q4 | $6.87M | Sell |
|
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|
2016
Q3 | $5.6M | Sell |
|
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|
2016
Q2 | $6.05M | Buy |
|
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|
2016
Q1 | $5.99M | Sell |
|
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|
2015
Q4 | $6.74M | Buy |
|
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|
2015
Q3 | $6.18M | Sell |
|
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|
2015
Q2 | $6.96M | Sell |
|
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|
2015
Q1 | $6.66M | Buy |
|
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|
2014
Q4 | $6.41M | Buy |
|
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|
2014
Q3 | $5.84M | Buy |
|
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|
2014
Q2 | $5.63M | Buy |
|
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|
2014
Q1 | $5.34M | Buy |
|
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|
2013
Q4 | $4.72M | Buy |
|
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|
2013
Q3 | $4.19M | Sell |
|
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|
2013
Q2 | $4.19M | Buy |
|