Whitney & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.26M | Sell |
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|
2019
Q1 | $2.35M | Sell |
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|
2018
Q4 | $2.69M | Sell |
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|
2018
Q3 | $3.54M | Sell |
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|
2018
Q2 | $3.83M | Sell |
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|
2018
Q1 | $3.64M | Buy |
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|
2017
Q4 | $4.15M | Sell |
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|
2017
Q3 | $4.05M | Hold |
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|
2017
Q2 | $4.05M | Sell |
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|
2017
Q1 | $4.26M | Sell |
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|
2016
Q4 | $4.24M | Sell |
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|
2016
Q3 | $3.49M | Buy |
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|
2016
Q2 | $3.56M | Buy |
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|
2016
Q1 | $3.54M | Buy |
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|
2015
Q4 | $3.83M | Buy |
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|
2015
Q3 | $3.55M | Buy |
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|
2015
Q2 | $3.86M | Sell |
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|
2015
Q1 | $3.76M | Sell |
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|
2014
Q4 | $3.8M | Buy |
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|
2014
Q3 | $3.59M | Buy |
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|
2014
Q2 | $3.6M | Buy |
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|
2014
Q1 | $3.27M | Buy |
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