Polaris Wealth Advisory Group’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
Q3 | $13.5M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $11.4M | Buy |
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|
2022
Q4 | $6.78M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $21.7M | Buy |
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|
2021
Q1 | $11.7M | Sell |
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|
2020
Q4 | $17.9M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $19.8M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $38K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $37K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $8.37M | Buy |
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|
2015
Q3 | $6.35M | Buy |
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|
2015
Q2 | $5.8M | Buy |
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|
2015
Q1 | $4.85M | Buy |
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|
2014
Q4 | $3.14M | Buy |
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|
2014
Q3 | $2.6M | Buy |
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|
2014
Q2 | $353K | Hold |
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|
2014
Q1 | $334K | Hold |
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|
2013
Q4 | $305K | Hold |
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|
2013
Q3 | $278K | Hold |
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|
2013
Q2 | $277K | Buy |
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