Willow Creek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $378K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $222K | Hold |
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|
2019
Q1 | $226K | Hold |
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|
2018
Q4 | $216K | Buy |
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|
2018
Q3 | $223K | Sell |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $829K | Buy |
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|
2017
Q4 | $842K | Sell |
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|
2017
Q3 | $781K | Buy |
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|
2017
Q2 | $733K | Buy |
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|
2017
Q1 | $710K | Buy |
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|
2016
Q4 | $625K | Sell |
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|
2016
Q3 | $504K | Hold |
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|
2016
Q2 | $539K | Sell |
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|
2016
Q1 | $566K | Buy |
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|
2015
Q4 | $556K | Sell |
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|
2015
Q3 | $572K | Hold |
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|
2015
Q2 | $626K | Sell |
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|
2015
Q1 | $621K | Sell |
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|
2014
Q4 | $636K | Buy |
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