TA
Tiedemann Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,074
| Closed | -$343K | – | 301 |
|
|
2022
Q1 | $343K | Buy |
7,074
+480
| +7% | +$23.3K | 0.02% | 219 |
|
|
2021
Q4 | $318K | Sell |
6,594
-10
| -0.2% | -$482 | 0.02% | 230 |
|
|
2021
Q3 | $307K | Sell |
6,604
-4,171
| -39% | -$194K | 0.02% | 236 |
|
|
2021
Q2 | $489K | Sell |
10,775
-221
| -2% | -$10K | 0.02% | 235 |
|
|
2021
Q1 | $430K | Buy |
10,996
+1,174
| +12% | +$45.9K | 0.02% | 227 |
|
|
2020
Q4 | $296K | Buy |
+9,822
| New | +$296K | 0.01% | 256 |
|
|
2020
Q2 | – | Sell |
-12,314
| Closed | -$353K | – | 317 |
|
|
2020
Q1 | $353K | Sell |
12,314
-42
| -0.3% | -$1.2K | 0.02% | 222 |
|
|
2019
Q4 | $665K | Sell |
12,356
-1,298
| -10% | -$69.9K | 0.03% | 194 |
|
|
2019
Q3 | $691K | Sell |
13,654
-666
| -5% | -$33.7K | 0.03% | 202 |
|
|
2019
Q2 | $678K | Sell |
14,320
-3,108
| -18% | -$147K | 0.03% | 181 |
|
|
2019
Q1 | $842K | Buy |
17,428
+2,977
| +21% | +$144K | 0.04% | 237 |
|
|
2018
Q4 | $665K | Buy |
14,451
+502
| +4% | +$23.1K | 0.03% | 255 |
|
|
2018
Q3 | $735K | Sell |
13,949
-859
| -6% | -$45.3K | 0.04% | 198 |
|
|
2018
Q2 | $819K | Buy |
14,808
+2,116
| +17% | +$117K | 0.05% | 185 |
|
|
2018
Q1 | $666K | Buy |
12,692
+651
| +5% | +$34.2K | 0.05% | 176 |
|
|
2017
Q4 | $730K | Sell |
12,041
-43,526
| -78% | -$2.64M | 0.06% | 134 |
|
|
2017
Q3 | $2.58M | Sell |
55,567
-40,556
| -42% | -$1.89M | 0.23% | 81 |
|
|
2017
Q2 | $5.33M | Buy |
96,123
+5,781
| +6% | +$320K | 0.39% | 48 |
|
|
2017
Q1 | $5.03M | Buy |
90,342
+24,681
| +38% | +$1.37M | 0.42% | 48 |
|
|
2016
Q4 | $3.62M | Buy |
65,661
+48,728
| +288% | +$2.69M | 0.36% | 59 |
|
|
2016
Q3 | $772K | Buy |
+16,933
| New | +$772K | 0.16% | 75 |
|