Cahill Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
9,054
+16
| +0.2% | +$1.28K | 0.09% | 141 |
|
|
2025
Q1 | $649K | Buy |
9,038
+315
| +4% | +$22.6K | 0.09% | 142 |
|
|
2024
Q4 | $613K | Sell |
8,723
-571
| -6% | -$40.1K | 0.08% | 146 |
|
|
2024
Q3 | $525K | Buy |
9,294
+73
| +0.8% | +$4.12K | 0.07% | 163 |
|
|
2024
Q2 | $548K | Buy |
9,221
+87
| +1% | +$5.17K | 0.08% | 167 |
|
|
2024
Q1 | $529K | Buy |
9,134
+373
| +4% | +$21.6K | 0.07% | 170 |
|
|
2023
Q4 | $431K | Sell |
8,761
-2,528
| -22% | -$124K | 0.06% | 170 |
|
|
2023
Q3 | $461K | Sell |
11,289
-145
| -1% | -$5.93K | 0.08% | 160 |
|
|
2023
Q2 | $488K | Buy |
11,434
+73
| +0.6% | +$3.12K | 0.08% | 163 |
|
|
2023
Q1 | $425K | Buy |
11,361
+28
| +0.2% | +$1.05K | 0.08% | 162 |
|
|
2022
Q4 | $468K | Buy |
11,333
+59
| +0.5% | +$2.44K | 0.09% | 156 |
|
|
2022
Q3 | $454K | Buy |
11,274
+2,683
| +31% | +$108K | 0.1% | 156 |
|
|
2022
Q2 | $337K | Buy |
8,591
+114
| +1% | +$4.47K | 0.07% | 175 |
|
|
2022
Q1 | $411K | Sell |
8,477
-392
| -4% | -$19K | 0.08% | 166 |
|
|
2021
Q4 | $426K | Buy |
8,869
+13
| +0.1% | +$624 | 0.08% | 168 |
|
|
2021
Q3 | $411K | Buy |
8,856
+3,484
| +65% | +$162K | 0.08% | 166 |
|
|
2021
Q2 | $243K | Buy |
+5,372
| New | +$243K | 0.05% | 190 |
|
|
2020
Q3 | – | Sell |
-8,294
| Closed | -$213K | – | 170 |
|
|
2020
Q2 | $213K | Buy |
8,294
+413
| +5% | +$10.6K | 0.08% | 151 |
|
|
2020
Q1 | $227K | Buy |
7,881
+59
| +0.8% | +$1.7K | 0.11% | 135 |
|
|
2019
Q4 | $421K | Sell |
7,822
-593
| -7% | -$31.9K | 0.15% | 118 |
|
|
2019
Q3 | $425K | Buy |
8,415
+53
| +0.6% | +$2.68K | 0.17% | 113 |
|
|
2019
Q2 | $396K | Sell |
8,362
-2,564
| -23% | -$121K | 0.16% | 113 |
|
|
2019
Q1 | $528K | Buy |
10,926
+66
| +0.6% | +$3.19K | 0.22% | 95 |
|
|
2018
Q4 | $501K | Sell |
10,860
-1,149
| -10% | -$53K | 0.25% | 93 |
|
|
2018
Q3 | $632K | Buy |
12,009
+62
| +0.5% | +$3.26K | 0.28% | 85 |
|
|
2018
Q2 | $663K | Sell |
11,947
-46
| -0.4% | -$2.55K | 0.31% | 85 |
|
|
2018
Q1 | $629K | Buy |
11,993
+4,983
| +71% | +$261K | 0.3% | 84 |
|
|
2017
Q4 | $426K | Buy |
7,010
+38
| +0.5% | +$2.31K | 0.21% | 102 |
|
|
2017
Q3 | $385K | Buy |
6,972
+787
| +13% | +$43.5K | 0.2% | 102 |
|
|
2017
Q2 | $343K | Buy |
6,185
+2,323
| +60% | +$129K | 0.19% | 108 |
|
|
2017
Q1 | $215K | Buy |
3,862
+20
| +0.5% | +$1.11K | 0.12% | 125 |
|
|
2016
Q4 | $212K | Buy |
+3,842
| New | +$212K | 0.13% | 121 |
|
|
2016
Q2 | – | Sell |
-4,255
| Closed | -$206K | – | 124 |
|
|
2016
Q1 | $206K | Buy |
4,255
+375
| +10% | +$18.2K | 0.15% | 108 |
|
|
2015
Q4 | $211K | Buy |
+3,880
| New | +$211K | 0.17% | 101 |
|
|
2015
Q3 | – | Sell |
-3,846
| Closed | -$217K | – | 112 |
|
|
2015
Q2 | $217K | Buy |
+3,846
| New | +$217K | 0.16% | 103 |
|
|
2014
Q1 | – | Sell |
-16,611
| Closed | -$755K | – | 122 |
|
|
2013
Q4 | $755K | Buy |
+16,611
| New | +$755K | 0.65% | 41 |
|