Pictet North America Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,465
| Closed | -$724K | – | 164 |
|
|
2019
Q4 | $724K | Hold |
13,465
| – | – | 0.09% | 99 |
|
|
2019
Q3 | $679K | Sell |
13,465
-49
| -0.4% | -$2.47K | 0.09% | 98 |
|
|
2019
Q2 | $639K | Sell |
13,514
-2,281
| -14% | -$108K | 0.09% | 101 |
|
|
2019
Q1 | $763K | Sell |
15,795
-713
| -4% | -$34.4K | 0.11% | 95 |
|
|
2018
Q4 | $761K | Buy |
16,508
+3,595
| +28% | +$166K | 0.07% | 99 |
|
|
2018
Q3 | $679K | Sell |
12,913
-11,818
| -48% | -$621K | 0.09% | 103 |
|
|
2018
Q2 | $1.37M | Sell |
24,731
-10,692
| -30% | -$593K | 0.2% | 63 |
|
|
2018
Q1 | $1.86M | Buy |
+35,423
| New | +$1.86M | 0.28% | 60 |
|
|
2016
Q2 | – | Sell |
-14,370
| Closed | -$695K | – | 110 |
|
|
2016
Q1 | $695K | Buy |
+14,370
| New | +$695K | 0.15% | 65 |
|
|
2015
Q4 | – | Sell |
-7,100
| Closed | -$365K | – | 103 |
|
|
2015
Q3 | $365K | Buy |
+7,100
| New | +$365K | 0.1% | 62 |
|