Sutton Wealth Advisors’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 | $25.6K | Sell |
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|
2023
Q2 | $29K | Sell |
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|
2023
Q1 | $28.9K | Sell |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | $140K | Buy |
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|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q3 | $130K | Sell |
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|
2020
Q2 | $148K | Buy |
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|
2020
Q1 | $161K | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $380K | Sell |
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|
2019
Q2 | $385K | Sell |
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|
2019
Q1 | $420K | Sell |
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|
2018
Q4 | $431K | Sell |
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|
2018
Q3 | $516K | Hold |
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|
2018
Q2 | $544K | Sell |
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|
2018
Q1 | $529K | Buy |
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|
2017
Q4 | $590K | Sell |
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|
2017
Q3 | $609K | Hold |
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|
2017
Q2 | $612K | Buy |
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|
2017
Q1 | $613K | Sell |
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|
2016
Q4 | $607K | Sell |
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|
2016
Q3 | $493K | Buy |
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|
2016
Q2 | $513K | Buy |
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|
2016
Q1 | $497K | Buy |
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