Stelac Advisory Services’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 | $495K | Sell |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $511K | Hold |
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|
2022
Q3 | $498K | Hold |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $507K | Buy |
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|
2021
Q2 | $345K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $133K | Sell |
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|
2018
Q2 | $181K | Sell |
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|
2018
Q1 | $188K | Buy |
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|
2017
Q4 | $109K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $104K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $385K | Buy |
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