Stonehage Fleming Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $105K | Hold |
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|
2021
Q1 | $91K | Sell |
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|
2020
Q4 | $100K | Hold |
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|
2020
Q3 | $77K | Buy |
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|
2020
Q2 | $25K | Hold |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $951K | Sell |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $2.5K | Sell |
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|
2018
Q4 | $2.63M | Sell |
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|
2018
Q3 | $3.07M | Sell |
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|
2018
Q2 | $3.25M | Buy |
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|
2018
Q1 | $3.04M | Sell |
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|
2017
Q4 | $12.4M | Buy |
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|
2017
Q3 | $10.9M | Buy |
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|
2017
Q2 | $10.4M | Sell |
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|
2017
Q1 | $10.5M | Sell |
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|
2016
Q4 | $11.2M | Sell |
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|
2016
Q3 | $9.81M | Sell |
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|
2016
Q2 | $22.5M | Sell |
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|
2016
Q1 | $67.5M | Buy |
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|
2015
Q4 | $74.5M | Buy |
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|
2015
Q3 | $59.1M | Buy |
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|
2015
Q2 | $53.1M | Buy |
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|
2015
Q1 | $43.8M | Sell |
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|
2014
Q4 | $46.3M | Buy |
|