REDW Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $217K | Hold |
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|
2018
Q4 | $207K | Hold |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $249K | Buy |
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