Cahill Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $529K | Buy |
|
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $488K | Buy |
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|
2023
Q1 | $425K | Buy |
|
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | $227K | Buy |
|
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|
2019
Q4 | $421K | Sell |
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|
2019
Q3 | $425K | Buy |
|
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $528K | Buy |
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|
2018
Q4 | $501K | Sell |
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|
2018
Q3 | $632K | Buy |
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|
2018
Q2 | $663K | Sell |
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|
2018
Q1 | $629K | Buy |
|
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|
2017
Q4 | $426K | Buy |
|
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|
2017
Q3 | $385K | Buy |
|
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|
2017
Q2 | $343K | Buy |
|
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|
2017
Q1 | $215K | Buy |
|
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|
2016
Q4 | $212K | Buy |
|
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $206K | Buy |
|
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|
2015
Q4 | $211K | Buy |
|
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $217K | Buy |
|
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $755K | Buy |
|