THWM
Taylor Hoffman Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,732
| Closed | -$121K | – | 367 |
|
|
2020
Q2 | $121K | Buy |
+4,732
| New | +$121K | 0.08% | 141 |
|
|
2020
Q1 | – | Sell |
-5,080
| Closed | -$273K | – | 388 |
|
|
2019
Q4 | $273K | Sell |
5,080
-130
| -2% | -$6.99K | 0.18% | 105 |
|
|
2019
Q3 | $263K | Sell |
5,210
-79
| -1% | -$3.99K | 0.19% | 104 |
|
|
2019
Q2 | $250K | Sell |
5,289
-136
| -3% | -$6.43K | 0.2% | 103 |
|
|
2019
Q1 | $262K | Sell |
5,425
-1,245
| -19% | -$60.1K | 0.19% | 102 |
|
|
2018
Q4 | $307K | Sell |
6,670
-261
| -4% | -$12K | 0.27% | 78 |
|
|
2018
Q3 | $364K | Hold |
6,931
| – | – | 0.29% | 80 |
|
|
2018
Q2 | $384K | Hold |
6,931
| – | – | 0.33% | 73 |
|
|
2018
Q1 | $363K | Buy |
6,931
+59
| +0.9% | +$3.09K | 0.33% | 76 |
|
|
2017
Q4 | $417K | Buy |
+6,872
| New | +$417K | 0.4% | 71 |
|