Capital Asset Advisory Services’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
Q3 | $3.38M | Buy |
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|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $3.21M | Sell |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.92M | Sell |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $948K | Buy |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $480K | Buy |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $853K | Buy |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $445K | Buy |
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|
2020
Q1 | $374K | Buy |
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|
2019
Q4 | $630K | Buy |
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|
2019
Q3 | $532K | Buy |
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|
2019
Q2 | $472K | Buy |
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|
2019
Q1 | $272K | Sell |
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|
2018
Q4 | $785K | Sell |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $961K | Sell |
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|
2018
Q1 | $924K | Sell |
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|
2017
Q4 | $1.24M | Buy |
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|
2017
Q3 | $930K | Hold |
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|
2017
Q2 | $941K | Sell |
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|
2017
Q1 | $983K | Sell |
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|
2016
Q4 | $1.1M | Hold |
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|
2016
Q3 | $884K | Buy |
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|
2016
Q2 | $793K | Buy |
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|
2016
Q1 | $793K | Buy |
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|
2015
Q4 | $856K | Buy |
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