Security Asset Management’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
Q1 | $247K | Hold |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $299K | Hold |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $57K | Hold |
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|
2019
Q4 | $107K | Hold |
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|
2019
Q3 | $100K | Hold |
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|
2019
Q2 | $94K | Hold |
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|
2019
Q1 | $96K | Hold |
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|
2018
Q4 | $92K | Sell |
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|
2018
Q3 | $133K | Hold |
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|
2018
Q2 | $140K | Hold |
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|
2018
Q1 | $132K | Sell |
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|
2017
Q4 | $2.74M | Sell |
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|
2017
Q3 | $2.54M | Hold |
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|
2017
Q2 | $2.55M | Sell |
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|
2017
Q1 | $2.62M | Sell |
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|
2016
Q4 | $2.62M | Buy |
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|
2016
Q3 | $2.1M | Buy |
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|
2016
Q2 | $2.06M | Sell |
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|
2016
Q1 | $2.11M | Buy |
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|
2015
Q4 | $1.84M | Buy |
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|
2015
Q3 | $333K | Hold |
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|
2015
Q2 | $364K | Buy |
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|
2015
Q1 | $305K | Sell |
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|
2014
Q4 | $351K | Buy |
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