Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $93K | Sell |
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|
2020
Q3 | $96K | Sell |
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|
2020
Q2 | $130K | Buy |
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|
2020
Q1 | $94K | Sell |
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|
2019
Q4 | $414K | Sell |
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|
2019
Q3 | $1.38M | Sell |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $1.31M | Sell |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | $1.41M | Sell |
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|
2018
Q1 | $1.94M | Buy |
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|
2017
Q4 | $2.19M | Sell |
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|
2017
Q3 | $2.08M | Sell |
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|
2017
Q2 | $2.1M | Buy |
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|
2017
Q1 | $2.06M | Buy |
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|
2016
Q4 | $1.88M | Buy |
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|
2016
Q3 | $1.51M | Buy |
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|
2016
Q2 | $1.49M | Buy |
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|
2016
Q1 | $1.24M | Buy |
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|
2015
Q4 | $1.28M | Buy |
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|
2015
Q3 | $1.09M | Buy |
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|
2015
Q2 | $978K | Sell |
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|
2015
Q1 | $996K | Buy |
|