RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $544K | Buy |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $650K | Sell |
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|
2021
Q3 | $663K | Buy |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $533K | Sell |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $677K | Buy |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.19M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.13M | Sell |
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|
2017
Q4 | $1.52M | Buy |
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|
2017
Q3 | $1.34M | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.54M | Sell |
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|
2016
Q3 | $1.25M | Buy |
|