SVA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $272K | Sell |
|
|||||
|
2018
Q3 | $376K | Buy |
|
|||||
|
2018
Q2 | $352K | Sell |
|
|||||
|
2018
Q1 | $4.89M | Buy |
|
|||||
|
2017
Q4 | $5.17M | Sell |
|
|||||
|
2017
Q3 | $4.89M | Sell |
|
|||||
|
2017
Q2 | $5M | Buy |
|
|||||
|
2017
Q1 | $5.01M | Sell |
|
|||||
|
2016
Q4 | $5.06M | Sell |
|
|||||
|
2016
Q3 | $4.08M | Sell |
|
|||||
|
2016
Q2 | $4.89M | Buy |
|
|||||
|
2016
Q1 | $4.99M | Buy |
|
|||||
|
2015
Q4 | $4.65M | Buy |
|
|||||
|
2015
Q3 | $3.45M | Buy |
|
|||||
|
2015
Q2 | $3.35M | Buy |
|
|||||
|
2015
Q1 | $3.15M | Buy |
|
|||||
|
2014
Q4 | $1.76M | Buy |
|
|||||
|
2014
Q3 | $1.55M | Sell |
|
|||||
|
2014
Q2 | $1.58M | Buy |
|
|||||
|
2014
Q1 | $1.45M | Buy |
|
|||||
|
2013
Q4 | $1.13M | Buy |
|