YorkBridge Wealth Partners’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
Q4 | $450K | Sell |
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|
2022
Q3 | $716K | Sell |
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|
2022
Q2 | $735K | Buy |
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|
2022
Q1 | $906K | Buy |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $435K | Buy |
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|
2020
Q4 | $308K | Sell |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $406K | Sell |
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|
2020
Q1 | $831K | Buy |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.4M | Sell |
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|
2018
Q3 | $1.59M | Sell |
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|
2018
Q2 | $1.72M | Sell |
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|
2018
Q1 | $1.74M | Sell |
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|
2017
Q4 | $2.02M | Sell |
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|
2017
Q3 | $2.06M | Buy |
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|
2017
Q2 | $2.03M | Sell |
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|
2017
Q1 | $2M | Buy |
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|
2016
Q4 | $1.89M | Buy |
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