CWM
C2C Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
13,261
| – | – | 0.96% | 26 |
|
|
2025
Q1 | $952K | Hold |
13,261
| – | – | 0.89% | 31 |
|
|
2024
Q4 | $931K | Buy |
13,261
+400
| +3% | +$28.1K | 0.86% | 28 |
|
|
2024
Q3 | $835K | Hold |
12,861
| – | – | 0.78% | 32 |
|
|
2024
Q2 | $764K | Hold |
12,861
| – | – | 0.75% | 33 |
|
|
2024
Q1 | $745K | Sell |
12,861
-500
| -4% | -$29K | 0.74% | 33 |
|
|
2023
Q4 | $661K | Sell |
13,361
-1,907
| -12% | -$94.4K | 0.56% | 45 |
|
|
2023
Q3 | $604K | Buy |
15,268
+3,825
| +33% | +$151K | 0.09% | 121 |
|
|
2023
Q2 | $513K | Sell |
11,443
-229
| -2% | -$10.3K | 0.07% | 150 |
|
|
2023
Q1 | $458K | Sell |
11,672
-259
| -2% | -$10.2K | 0.07% | 154 |
|
|
2022
Q4 | $515K | Sell |
11,931
-3,918
| -25% | -$169K | 0.09% | 102 |
|
|
2022
Q3 | $690K | Sell |
15,849
-1,959
| -11% | -$85.3K | 0.13% | 81 |
|
|
2022
Q2 | $764K | Sell |
17,808
-439
| -2% | -$18.8K | 0.14% | 81 |
|
|
2022
Q1 | $890K | Sell |
18,247
-544
| -3% | -$26.5K | 0.15% | 79 |
|
|
2021
Q4 | $902K | Buy |
+18,791
| New | +$902K | 0.13% | 89 |
|