Wills Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.12M | Buy |
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|
2016
Q1 | $1.94M | Buy |
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|
2015
Q4 | $2.04M | Buy |
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|
2015
Q3 | $1.52M | Buy |
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|
2015
Q2 | $1.15M | Buy |
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|
2015
Q1 | $940K | Buy |
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|
2014
Q4 | $806K | Buy |
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|
2014
Q3 | $761K | Buy |
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|
2014
Q2 | $750K | Buy |
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|
2014
Q1 | $641K | Buy |
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|
2013
Q4 | $581K | Buy |
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