Roosevelt Investment Group’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 | $352K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $351K | Buy |
|
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $292K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $234K | Sell |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $437K | Sell |
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|
2016
Q2 | $26.5M | Sell |
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|
2016
Q1 | $33.9M | Sell |
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|
2015
Q4 | $61.1M | Sell |
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|
2015
Q3 | $64.9M | Sell |
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|
2015
Q2 | $72.2M | Sell |
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|
2015
Q1 | $71.2M | Buy |
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|
2014
Q4 | $46.1M | Sell |
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|
2014
Q3 | $74.9M | Sell |
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|
2014
Q2 | $82.5M | Buy |
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|
2014
Q1 | $70.6M | Sell |
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|
2013
Q4 | $65.1M | Sell |
|
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|
2013
Q3 | $61.9M | Sell |
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|
2013
Q2 | $65M | Buy |
|