Roundview Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $2.3M | Buy |
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|
2019
Q3 | $899K | Buy |
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|
2019
Q2 | $678K | Sell |
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|
2019
Q1 | $739K | Sell |
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|
2018
Q4 | $722K | Sell |
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|
2018
Q3 | $2.09M | Sell |
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|
2018
Q2 | $3.28M | Sell |
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|
2018
Q1 | $3.11M | Sell |
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|
2017
Q4 | $3.67M | Buy |
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|
2017
Q3 | $3.32M | Buy |
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|
2017
Q2 | $2.86M | Buy |
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|
2017
Q1 | $2.73M | Sell |
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|
2016
Q4 | $4.54M | Buy |
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|
2016
Q3 | $3.51M | Buy |
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|
2016
Q2 | $3.49M | Buy |
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|
2016
Q1 | $975K | Buy |
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|
2015
Q4 | $762K | Hold |
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|
2015
Q3 | $720K | Buy |
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