Rational Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $103K | Sell |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $39K | Buy |
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|
2022
Q4 | $41.3K | Buy |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | $38K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | $10K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $160K | Sell |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $294K | Sell |
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|
2019
Q1 | $708K | Sell |
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|
2018
Q4 | $6.41M | Buy |
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|
2018
Q3 | $795K | Sell |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $2K | Sell |
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|
2017
Q4 | $334K | Sell |
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|
2017
Q3 | $3.85M | Buy |
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|
2017
Q2 | $1.15M | Buy |
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|
2015
Q3 | $2.37M | Hold |
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|
2015
Q2 | $2.59M | Hold |
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|
2015
Q1 | $2.51M | Sell |
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|
2014
Q4 | $3.94M | Buy |
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|
2013
Q4 | $5.96M | Buy |
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|
2013
Q3 | $5.34M | Sell |
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|
2013
Q2 | $5.34M | Buy |
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