Windsor Capital 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
Q1 | – | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $556K | Buy |
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|
2019
Q3 | $520K | Sell |
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|
2019
Q2 | $516K | Sell |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $533K | Sell |
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|
2018
Q3 | $650K | Sell |
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|
2018
Q2 | $719K | Buy |
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|
2018
Q1 | $652K | Sell |
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|
2017
Q4 | $797K | Sell |
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|
2017
Q3 | $814K | Hold |
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|
2017
Q2 | $814K | Sell |
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|
2017
Q1 | $856K | Sell |
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|
2016
Q4 | $853K | Sell |
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|
2016
Q3 | $704K | Buy |
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|
2016
Q2 | $751K | Sell |
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|
2016
Q1 | $786K | Buy |
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|
2015
Q4 | $882K | Buy |
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|
2015
Q3 | $832K | Sell |
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|
2015
Q2 | $945K | Sell |
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|
2015
Q1 | $933K | Buy |
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|
2014
Q4 | $939K | Buy |
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|
2014
Q3 | $642K | Buy |
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|
2014
Q2 | $370K | Buy |
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|
2014
Q1 | $329K | Buy |
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|
2013
Q4 | $300K | Sell |
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|
2013
Q3 | $276K | Sell |
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|
2013
Q2 | $278K | Buy |
|