United Capital Financial Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.61M | Sell |
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|
2017
Q3 | $1.85M | Sell |
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|
2017
Q2 | $2.19M | Sell |
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|
2017
Q1 | $3.93M | Sell |
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|
2016
Q4 | $10.8M | Sell |
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|
2016
Q3 | $10.2M | Buy |
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|
2016
Q2 | $10.3M | Sell |
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|
2016
Q1 | $11.9M | Sell |
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|
2015
Q4 | $15.7M | Sell |
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|
2015
Q3 | $13.9M | Buy |
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|
2015
Q2 | $17.1M | Buy |
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|
2015
Q1 | $15.9M | Buy |
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|
2014
Q4 | $15.9M | Buy |
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|
2014
Q3 | $13.1M | Buy |
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|
2014
Q2 | $13.5M | Sell |
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|
2014
Q1 | $11.7M | Sell |
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|
2013
Q4 | $10.2M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $8.47M | Buy |
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