PWAG
Polaris Wealth Advisory Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.5M | Buy |
329,710
+2,148
| +0.7% | +$87.8K | 1.03% | 35 |
|
|
2023
Q2 | $14M | Buy |
327,562
+21,842
| +7% | +$932K | 1.06% | 34 |
|
|
2023
Q1 | $11.4M | Buy |
305,720
+147,017
| +93% | +$5.5M | 0.84% | 41 |
|
|
2022
Q4 | $6.78M | Buy |
+158,703
| New | +$6.78M | 0.51% | 66 |
|
|
2021
Q3 | – | Sell |
-477,609
| Closed | -$21.7M | – | 202 |
|
|
2021
Q2 | $21.7M | Buy |
477,609
+187,521
| +65% | +$8.52M | 1.29% | 29 |
|
|
2021
Q1 | $11.7M | Sell |
290,088
-250,572
| -46% | -$10.1M | 0.75% | 43 |
|
|
2020
Q4 | $17.9M | Buy |
+540,660
| New | +$17.9M | 1.34% | 29 |
|
|
2020
Q1 | – | Sell |
-401,403
| Closed | -$19.8M | – | 182 |
|
|
2019
Q4 | $19.8M | Buy |
+401,403
| New | +$19.8M | 1.32% | 39 |
|
|
2018
Q4 | – | Sell |
-728
| Closed | -$38K | – | 467 |
|
|
2018
Q3 | $38K | Buy |
+728
| New | +$38K | ﹤0.01% | 270 |
|
|
2018
Q2 | – | Sell |
-707
| Closed | -$37K | – | 433 |
|
|
2018
Q1 | $37K | Buy |
+707
| New | +$37K | ﹤0.01% | 243 |
|
|
2016
Q1 | – | Sell |
-153,928
| Closed | -$8.37M | – | 152 |
|
|
2015
Q4 | $8.37M | Buy |
153,928
+30,280
| +24% | +$1.65M | 1.35% | 42 |
|
|
2015
Q3 | $6.35M | Buy |
123,648
+20,549
| +20% | +$1.06M | 1.3% | 41 |
|
|
2015
Q2 | $5.8M | Buy |
103,099
+14,024
| +16% | +$789K | 1.15% | 37 |
|
|
2015
Q1 | $4.85M | Buy |
89,075
+31,770
| +55% | +$1.73M | 0.88% | 47 |
|
|
2014
Q4 | $3.14M | Buy |
57,305
+7,209
| +14% | +$395K | 0.65% | 44 |
|
|
2014
Q3 | $2.6M | Buy |
50,096
+43,375
| +645% | +$2.25M | 0.58% | 42 |
|
|
2014
Q2 | $353K | Hold |
6,721
| – | – | 0.08% | 70 |
|
|
2014
Q1 | $334K | Hold |
6,721
| – | – | 0.08% | 72 |
|
|
2013
Q4 | $305K | Hold |
6,721
| – | – | 0.08% | 76 |
|
|
2013
Q3 | $278K | Hold |
6,721
| – | – | 0.09% | 52 |
|
|
2013
Q2 | $277K | Buy |
+6,721
| New | +$277K | 0.11% | 57 |
|