RE Dickinson Investment 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
Q4 | $367K | Buy |
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|
2024
Q3 | $29.4K | Hold |
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|
2024
Q2 | $30.9K | Hold |
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|
2024
Q1 | $30K | Hold |
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|
2023
Q4 | $26K | Hold |
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|
2023
Q3 | $21K | Hold |
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|
2023
Q2 | $22K | Hold |
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|
2023
Q1 | $19K | Hold |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $20 | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $25K | Buy |
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