Troy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $483K | Hold |
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|
2020
Q3 | $376K | Hold |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $9.98M | Sell |
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|
2019
Q4 | $152M | Sell |
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|
2019
Q3 | $161M | Buy |
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|
2019
Q2 | $145M | Buy |
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|
2019
Q1 | $117M | Buy |
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|
2018
Q4 | $111M | Buy |
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|
2018
Q3 | $125M | Buy |
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|
2018
Q2 | $131M | Buy |
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|
2018
Q1 | $123M | Sell |
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|
2017
Q4 | $147M | Hold |
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|
2017
Q3 | $134M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $81.1M | Buy |
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|
2016
Q2 | $85.4M | Buy |
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|
2016
Q1 | $87.1M | Buy |
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|
2015
Q4 | $11.6M | Hold |
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|
2015
Q3 | $11M | Buy |
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|
2015
Q2 | $6.8M | Hold |
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|
2015
Q1 | $571K | Hold |
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|
2014
Q4 | $6.62M | Buy |
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