Private Asset Management’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 | $1.34M | Sell |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $2.11M | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $3.41M | Buy |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.43M | Sell |
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|
2021
Q1 | $3.33M | Sell |
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|
2020
Q4 | $2.67M | Sell |
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|
2020
Q3 | $2.41M | Sell |
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|
2020
Q2 | $2.91M | Buy |
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|
2020
Q1 | $2.6M | Sell |
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|
2019
Q4 | $5.12M | Sell |
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|
2019
Q3 | $4.97M | Buy |
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|
2019
Q2 | $4.41M | Sell |
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|
2019
Q1 | $4.69M | Sell |
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|
2018
Q4 | $4.94M | Sell |
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|
2018
Q3 | $5.92M | Buy |
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|
2018
Q2 | $6.07M | Sell |
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|
2018
Q1 | $5.76M | Sell |
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|
2017
Q4 | $8.47M | Sell |
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|
2017
Q3 | $9.36M | Sell |
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|
2017
Q2 | $10.2M | Buy |
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|
2017
Q1 | $9.5M | Sell |
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|
2016
Q4 | $9.68M | Sell |
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|
2016
Q3 | $7.86M | Buy |
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|
2016
Q2 | $6.93M | Buy |
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|
2016
Q1 | $7.08M | Buy |
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|
2015
Q4 | $7.82M | Buy |
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|
2015
Q3 | $6.88M | Buy |
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|
2015
Q2 | $7.48M | Sell |
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|
2015
Q1 | $7.29M | Buy |
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|
2014
Q4 | $7.21M | Sell |
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|
2014
Q3 | $7.02M | Buy |
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|
2014
Q2 | $7.1M | Sell |
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|
2014
Q1 | $6.75M | Buy |
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|
2013
Q4 | $5.82M | Buy |
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|
2013
Q3 | $5.07M | Buy |
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|
2013
Q2 | $4.71M | Buy |
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