Winslow Evans & Crocker’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $851K | Buy |
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|
2020
Q3 | $529K | Sell |
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|
2020
Q2 | $623K | Buy |
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|
2020
Q1 | $680K | Buy |
|
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.14M | Buy |
|
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|
2019
Q2 | $1.06M | Buy |
|
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|
2019
Q1 | $714K | Buy |
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|
2018
Q4 | $644K | Sell |
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|
2018
Q3 | $740K | Sell |
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|
2018
Q2 | $840K | Sell |
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|
2018
Q1 | $804K | Sell |
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|
2017
Q4 | $943K | Buy |
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|
2017
Q3 | $821K | Sell |
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|
2017
Q2 | $886K | Sell |
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|
2017
Q1 | $959K | Sell |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $883K | Buy |
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|
2016
Q2 | $929K | Buy |
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|
2016
Q1 | $782K | Buy |
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|
2015
Q4 | $843K | Buy |
|
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|
2015
Q3 | $782K | Buy |
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|
2015
Q2 | $853K | Buy |
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|
2015
Q1 | $802K | Hold |
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|
2014
Q4 | $808K | Sell |
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|
2014
Q3 | $805K | Buy |
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|
2014
Q2 | $780K | Buy |
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|
2014
Q1 | $735K | Hold |
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|
2013
Q4 | $671K | Buy |
|