Private 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
Q1 | – | Sell |
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|
2022
Q4 | $3.75M | Buy |
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|
2022
Q3 | $3.65M | Sell |
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|
2022
Q2 | $5.28M | Buy |
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|
2022
Q1 | $6.09M | Buy |
|
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|
2021
Q4 | $4.01M | Buy |
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|
2021
Q3 | $3.31M | Sell |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $2.5M | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $4.19M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.57M | Buy |
|