Capital Management Associates Inc’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
$494K Buy
6,168
+2,464
+67% +$197K 0.16% 72
2025
Q1
$266K Buy
3,704
+136
+4% +$9.76K 0.06% 108
2024
Q4
$251K Sell
3,568
-531
-13% -$37.3K 0.09% 92
2024
Q3
$232K Sell
4,099
-22
-0.5% -$1.24K 0.09% 90
2024
Q2
$245K Buy
+4,121
New +$245K 0.15% 68