Personal Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $927K | Buy |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $820K | Sell |
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|
2021
Q3 | $802K | Buy |
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|
2021
Q2 | $775K | Buy |
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|
2021
Q1 | $591K | Sell |
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|
2020
Q4 | $488K | Buy |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q2 | $260K | Buy |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $638K | Sell |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $566K | Sell |
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|
2019
Q1 | $651K | Buy |
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|
2018
Q4 | $477K | Sell |
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|
2018
Q3 | $737K | Buy |
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|
2018
Q2 | $540K | Sell |
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|
2018
Q1 | $1.74M | Sell |
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|
2017
Q4 | $35.6M | Buy |
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|
2017
Q3 | $30.6M | Buy |
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|
2017
Q2 | $29.2M | Buy |
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|
2017
Q1 | $27.1M | Buy |
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|
2016
Q4 | $24M | Buy |
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|
2016
Q3 | $18.4M | Buy |
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|
2016
Q2 | $16.8M | Buy |
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|
2016
Q1 | $15M | Buy |
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|
2015
Q4 | $14.5M | Buy |
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|
2015
Q3 | $12.2M | Buy |
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|
2015
Q2 | $11.9M | Buy |
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|
2015
Q1 | $9.99M | Buy |
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|
2014
Q4 | $8.45M | Buy |
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|
2014
Q3 | $6.59M | Buy |
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|
2014
Q2 | $5.44M | Buy |
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|
2014
Q1 | $4.01M | Buy |
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|
2013
Q4 | $2.74M | Buy |
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