Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $504K | Buy |
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $426K | Buy |
|
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $795K | Buy |
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|
2019
Q3 | $643K | Sell |
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|
2019
Q2 | $666K | Buy |
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|
2019
Q1 | $658K | Buy |
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|
2018
Q4 | $607K | Sell |
|
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|
2018
Q3 | $729K | Buy |
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|
2018
Q2 | $541K | Buy |
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|
2018
Q1 | $480K | Sell |
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|
2017
Q4 | $884K | Buy |
|