CFIA
Cantor Fitzgerald Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Sell |
312,955
-269
| -0.1% | -$21.6K | 1.77% | 12 |
|
|
2025
Q1 | $22.5M | Sell |
313,224
-47,945
| -13% | -$3.44M | 1.64% | 12 |
|
|
2024
Q4 | $25.4M | Buy |
361,169
+1,236
| +0.3% | +$86.8K | 1.76% | 9 |
|
|
2024
Q3 | $20.3M | Buy |
359,933
+273
| +0.1% | +$15.4K | 1.38% | 21 |
|
|
2024
Q2 | $21.4M | Sell |
359,660
-9,705
| -3% | -$576K | 1.65% | 14 |
|
|
2024
Q1 | $21.4M | Sell |
369,365
-8,780
| -2% | -$509K | 1.59% | 20 |
|
|
2023
Q4 | $18.6M | Buy |
+378,145
| New | +$18.6M | 1.44% | 22 |
|
|
2022
Q1 | $25M | Buy |
515,776
+247,648
| +92% | +$12M | 1.12% | 29 |
|
|
2021
Q4 | $12.9M | Sell |
268,128
-1,348
| -0.5% | -$64.7K | 0.78% | 34 |
|
|
2021
Q3 | $12.5M | Buy |
269,476
+1,698
| +0.6% | +$78.8K | 0.93% | 32 |
|
|
2021
Q2 | $12.1M | Buy |
+267,778
| New | +$12.1M | 0.89% | 30 |
|