Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $258K | Hold |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $256K | Hold |
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|
2016
Q3 | $206K | Sell |
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|
2016
Q2 | $251K | Hold |
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|
2016
Q1 | $257K | Buy |
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|
2015
Q4 | $274K | Hold |
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|
2015
Q3 | $259K | Hold |
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|
2015
Q2 | $283K | Buy |
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|
2015
Q1 | $231K | Sell |
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|
2014
Q4 | $247K | Hold |
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|
2014
Q3 | $233K | Buy |
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|
2014
Q2 | $229K | Hold |
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|
2014
Q1 | $217K | Buy |
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