Spectrum Management 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 | $357K | Hold |
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|
2022
Q2 | $348K | Hold |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $426K | Hold |
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|
2021
Q3 | $412K | Hold |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $375K | Buy |
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|
2019
Q4 | $515K | Sell |
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|
2019
Q3 | $626K | Sell |
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|
2019
Q2 | $823K | Buy |
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|
2019
Q1 | $616K | Buy |
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|
2018
Q4 | $571K | Sell |
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|
2018
Q3 | $713K | Hold |
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|
2018
Q2 | $752K | Hold |
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|
2018
Q1 | $711K | Hold |
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|
2017
Q4 | $823K | Sell |
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|
2017
Q3 | $2.8M | Buy |
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|
2017
Q2 | $529K | Hold |
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|
2017
Q1 | $532K | Hold |
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|
2016
Q4 | $526K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $14K | Sell |
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|
2015
Q4 | $93K | Buy |
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|
2015
Q3 | $15K | Sell |
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|
2015
Q2 | $30K | Hold |
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|
2015
Q1 | $29K | Hold |
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|
2014
Q4 | $29K | Hold |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $28K | Hold |
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|
2014
Q1 | $26K | Hold |
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|
2013
Q4 | $24K | Buy |
|