Winthrop Partners - WNY’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$523K Hold
2019
Q2
$491K Sell
2019
Q1
$781K Sell
2018
Q4
$759K Hold
2018
Q3
$866K Hold
2018
Q2
$913K Sell
2018
Q1
$871K Hold
2017
Q4
$971K Buy