Visionary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.3M | Sell |
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|
2018
Q2 | $2.49M | Sell |
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|
2018
Q1 | $2.66M | Sell |
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|
2017
Q4 | $3.21M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $238K | Sell |
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|
2015
Q4 | $306K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $9K | Sell |
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|
2014
Q3 | $2.77M | Buy |
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|
2014
Q2 | $2.18M | Buy |
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|
2014
Q1 | $1.53M | Buy |
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|
2013
Q4 | $1.03M | Buy |
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