Willingdon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $151K | Sell |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $341K | Buy |
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|
2018
Q2 | $351K | Sell |
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|
2018
Q1 | $338K | Buy |
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|
2017
Q4 | $380K | Buy |
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|
2017
Q3 | $334K | Sell |
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|
2017
Q2 | $346K | Buy |
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|
2017
Q1 | $343K | Buy |
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|
2016
Q4 | $327K | Sell |
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|
2016
Q3 | $2.03M | Sell |
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|
2016
Q2 | $2.19M | Buy |
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|
2016
Q1 | $2.18M | Buy |
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|
2015
Q4 | $1.96M | Buy |
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|
2015
Q3 | $1.76M | Sell |
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|
2015
Q2 | $1.95M | Sell |
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|
2015
Q1 | $2.11M | Sell |
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|
2014
Q4 | $2.73M | Sell |
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|
2014
Q3 | $2.6M | Buy |
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|
2014
Q2 | $2.59M | Sell |
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|
2014
Q1 | $2.54M | Sell |
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|
2013
Q4 | $2.38M | Buy |
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