Private Wealth Advisors (Pennsylvania)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $272K | Sell |
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2020
Q3 | $214K | Sell |
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|
2020
Q2 | $386K | Hold |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $734K | Sell |
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|
2019
Q3 | $798K | Sell |
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|
2019
Q2 | $977K | Buy |
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|
2019
Q1 | $986K | Buy |
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|
2018
Q4 | $912K | Sell |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $1.12M | Hold |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.24M | Sell |
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|
2017
Q3 | $1.21M | Sell |
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|
2017
Q2 | $1.22M | Hold |
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|
2017
Q1 | $1.23M | Sell |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $990K | Buy |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | $949K | Buy |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $1.02M | Buy |
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|
2015
Q2 | $993K | Buy |
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|
2015
Q1 | $896K | Buy |
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|
2014
Q4 | $896K | Buy |
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|
2014
Q3 | $839K | Buy |
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|
2014
Q2 | $839K | Sell |
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|
2014
Q1 | $865K | Buy |
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|
2013
Q4 | $774K | Sell |
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|
2013
Q3 | $787K | Buy |
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|
2013
Q2 | $735K | Buy |
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