Williams Jones & Associates’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
Q2 | $3.64M | Buy |
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|
2019
Q1 | $3.18M | Sell |
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|
2018
Q4 | $3.2M | Buy |
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|
2018
Q3 | $3.35M | Sell |
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|
2018
Q2 | $3.85M | Sell |
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|
2018
Q1 | $3.67M | Sell |
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|
2017
Q4 | $4.95M | Sell |
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|
2017
Q3 | $4.78M | Sell |
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|
2017
Q2 | $5.06M | Buy |
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|
2017
Q1 | $4.98M | Sell |
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|
2016
Q4 | $6.12M | Sell |
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|
2016
Q3 | $5.23M | Sell |
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|
2016
Q2 | $6.74M | Buy |
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|
2016
Q1 | $5.76M | Sell |
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|
2015
Q4 | $14.4M | Buy |
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|
2015
Q3 | $13.4M | Buy |
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|
2015
Q2 | $14.6M | Sell |
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|
2015
Q1 | $14.3M | Buy |
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|
2014
Q4 | $14.1M | Buy |
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|
2014
Q3 | $12.2M | Buy |
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|
2014
Q2 | $12.4M | Sell |
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|
2014
Q1 | $26.2M | Buy |
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|
2013
Q4 | $17.9M | Sell |
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|
2013
Q3 | $18.1M | Sell |
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|
2013
Q2 | $20.1M | Buy |
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