Parsec Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $660K | Hold |
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|
2022
Q2 | $643K | Sell |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $739K | Buy |
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|
2021
Q3 | $683K | Sell |
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|
2021
Q2 | $631K | Sell |
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|
2021
Q1 | $690K | Buy |
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|
2020
Q4 | $513K | Hold |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $857K | Buy |
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|
2020
Q1 | $779K | Sell |
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|
2019
Q4 | $1.89M | Sell |
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|
2019
Q3 | $2.64M | Sell |
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|
2019
Q2 | $4.15M | Sell |
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|
2019
Q1 | $5.59M | Sell |
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|
2018
Q4 | $5.96M | Sell |
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|
2018
Q3 | $7.71M | Buy |
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|
2018
Q2 | $7.79M | Buy |
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|
2018
Q1 | $6.75M | Buy |
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|
2017
Q4 | $7.03M | Buy |
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|
2017
Q3 | $5.87M | Buy |
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|
2017
Q2 | $5.09M | Buy |
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|
2017
Q1 | $4.71M | Buy |
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|
2016
Q4 | $4.33M | Buy |
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|
2016
Q3 | $3.04M | Buy |
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|
2016
Q2 | $2.44M | Buy |
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|
2016
Q1 | $1.66M | Buy |
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|
2015
Q4 | $1.57M | Buy |
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|
2015
Q3 | $1.27M | Sell |
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|
2015
Q2 | $1.4M | Buy |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $1.31M | Buy |
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|
2014
Q3 | $1.21M | Buy |
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|
2014
Q2 | $1.16M | Buy |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | $986K | Buy |
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|
2013
Q3 | $873K | Buy |
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|
2013
Q2 | $772K | Buy |
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