Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $198K | Sell |
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|
2021
Q1 | $171K | Buy |
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|
2020
Q4 | $129K | Buy |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $124K | Buy |
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|
2020
Q1 | $128K | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $373K | Buy |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $285K | Buy |
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|
2017
Q4 | $328K | Sell |
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|
2017
Q3 | $1.73M | Sell |
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|
2017
Q2 | $1.75M | Sell |
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|
2017
Q1 | $1.78M | Buy |
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|
2016
Q4 | $1.63M | Buy |
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|
2016
Q3 | $1.3M | Sell |
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|
2016
Q2 | $1.41M | Buy |
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|
2016
Q1 | $1.41M | Buy |
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|
2015
Q4 | $1.41M | Sell |
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|
2015
Q3 | $1.4M | Buy |
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|
2015
Q2 | $1.29M | Buy |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $552K | Buy |
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|
2013
Q4 | $414K | Buy |
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|
2013
Q3 | $251K | Buy |
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|
2013
Q2 | $31K | Buy |
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