Cambridge 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 | $570K | Sell |
7,120
-99
| -1% | -$7.93K | 0.12% | 111 |
|
|
2025
Q1 | $518K | Buy |
7,219
+67
| +0.9% | +$4.81K | 0.11% | 113 |
|
|
2024
Q4 | $502K | Buy |
7,152
+36
| +0.5% | +$2.53K | 0.11% | 114 |
|
|
2024
Q3 | $402K | Sell |
7,116
-598
| -8% | -$33.8K | 0.09% | 131 |
|
|
2024
Q2 | $458K | Buy |
7,714
+852
| +12% | +$50.6K | 0.11% | 121 |
|
|
2024
Q1 | $398K | Buy |
6,862
+680
| +11% | +$39.4K | 0.09% | 132 |
|
|
2023
Q4 | $304K | Sell |
6,182
-198
| -3% | -$9.75K | 0.08% | 139 |
|
|
2023
Q3 | $261K | Buy |
6,380
+2
| +0% | +$82 | 0.07% | 146 |
|
|
2023
Q2 | $272K | Sell |
6,378
-1,598
| -20% | -$68.2K | 0.07% | 144 |
|
|
2023
Q1 | $298K | Buy |
7,976
+2
| +0% | +$75 | 0.08% | 147 |
|
|
2022
Q4 | $329K | Sell |
7,974
-78
| -1% | -$3.22K | 0.09% | 140 |
|
|
2022
Q3 | $324K | Sell |
8,052
-298
| -4% | -$12K | 0.09% | 133 |
|
|
2022
Q2 | $327K | Buy |
8,350
+1
| +0% | +$39 | 0.09% | 140 |
|
|
2022
Q1 | $405K | Sell |
8,349
-3,613
| -30% | -$175K | 0.1% | 132 |
|
|
2021
Q4 | $574K | Sell |
11,962
-99
| -0.8% | -$4.75K | 0.13% | 114 |
|
|
2021
Q3 | $560K | Buy |
12,061
+1
| +0% | +$46 | 0.14% | 109 |
|
|
2021
Q2 | $546K | Hold |
12,060
| – | – | 0.13% | 108 |
|
|
2021
Q1 | $471K | Buy |
12,060
+1
| +0% | +$39 | 0.12% | 110 |
|
|
2020
Q4 | $364K | Sell |
12,059
-99
| -0.8% | -$2.99K | 0.1% | 121 |
|
|
2020
Q3 | $286K | Sell |
12,158
-13,702
| -53% | -$322K | 0.08% | 127 |
|
|
2020
Q2 | $662K | Sell |
25,860
-150
| -0.6% | -$3.84K | 0.21% | 77 |
|
|
2020
Q1 | $746K | Sell |
26,010
-2,022
| -7% | -$58K | 0.27% | 64 |
|
|
2019
Q4 | $1.51M | Sell |
28,032
-1,345
| -5% | -$72.4K | 0.46% | 35 |
|
|
2019
Q3 | $1.48M | Buy |
29,377
+6
| +0% | +$303 | 0.49% | 31 |
|
|
2019
Q2 | $1.39M | Sell |
29,371
-2,544
| -8% | -$120K | 0.46% | 35 |
|
|
2019
Q1 | $1.54M | Sell |
31,915
-1,095
| -3% | -$52.9K | 0.53% | 36 |
|
|
2018
Q4 | $1.52M | Sell |
33,010
-2,306
| -7% | -$106K | 0.57% | 31 |
|
|
2018
Q3 | $1.86M | Sell |
35,316
-396
| -1% | -$20.8K | 0.63% | 27 |
|
|
2018
Q2 | $1.98M | Sell |
35,712
-1,721
| -5% | -$95.4K | 0.7% | 24 |
|
|
2018
Q1 | $1.96M | Buy |
37,433
+5,041
| +16% | +$264K | 0.7% | 24 |
|
|
2017
Q4 | $1.97M | Sell |
32,392
-1,198
| -4% | -$72.7K | 0.71% | 25 |
|
|
2017
Q3 | $1.85M | Sell |
33,590
-268
| -0.8% | -$14.8K | 0.71% | 26 |
|
|
2017
Q2 | $1.88M | Sell |
33,858
-1,058
| -3% | -$58.6K | 0.76% | 24 |
|
|
2017
Q1 | $1.94M | Sell |
34,916
-198
| -0.6% | -$11K | 0.8% | 24 |
|
|
2016
Q4 | $1.94M | Buy |
35,114
+102
| +0.3% | +$5.62K | 0.86% | 24 |
|
|
2016
Q3 | $1.55M | Buy |
35,012
+6,512
| +23% | +$288K | 0.69% | 28 |
|
|
2016
Q2 | $1.35M | Buy |
28,500
+102
| +0.4% | +$4.83K | 0.62% | 35 |
|
|
2016
Q1 | $1.37M | Sell |
28,398
-198
| -0.7% | -$9.57K | 0.64% | 35 |
|
|
2015
Q4 | $1.55M | Buy |
28,596
+2
| +0% | +$109 | 0.88% | 28 |
|
|
2015
Q3 | $1.47M | Buy |
28,594
+863
| +3% | +$44.3K | 0.87% | 29 |
|
|
2015
Q2 | $1.56M | Buy |
27,731
+1,527
| +6% | +$85.9K | 0.88% | 29 |
|
|
2015
Q1 | $1.43M | Sell |
26,204
-500
| -2% | -$27.2K | 0.83% | 31 |
|
|
2014
Q4 | $1.46M | Buy |
+26,704
| New | +$1.46M | 0.9% | 31 |
|