Cardiff Park 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 | $1.09M | Buy |
13,591
+15
| +0.1% | +$1.2K | 0.09% | 110 |
|
|
2025
Q1 | $975K | Buy |
13,576
+14
| +0.1% | +$1.01K | 0.09% | 107 |
|
|
2024
Q4 | $953K | Buy |
13,562
+14
| +0.1% | +$983 | 0.09% | 109 |
|
|
2024
Q3 | $765K | Buy |
13,548
+19
| +0.1% | +$1.07K | 0.07% | 118 |
|
|
2024
Q2 | $803K | Buy |
13,529
+17
| +0.1% | +$1.01K | 0.08% | 116 |
|
|
2024
Q1 | $783K | Buy |
13,512
+17
| +0.1% | +$985 | 0.07% | 119 |
|
|
2023
Q4 | $664K | Buy |
13,495
+21
| +0.2% | +$1.03K | 0.07% | 128 |
|
|
2023
Q3 | $551K | Buy |
13,474
+23
| +0.2% | +$940 | 0.07% | 133 |
|
|
2023
Q2 | $574K | Buy |
13,451
+19
| +0.1% | +$811 | 0.07% | 134 |
|
|
2023
Q1 | $502K | Buy |
13,432
+17
| +0.1% | +$635 | 0.07% | 138 |
|
|
2022
Q4 | $554K | Buy |
13,415
+3
| +0% | +$124 | 0.08% | 131 |
|
|
2022
Q3 | $539K | Sell |
13,412
-1,031
| -7% | -$41.4K | 0.08% | 130 |
|
|
2022
Q2 | $566K | Buy |
14,443
+170
| +1% | +$6.66K | 0.09% | 127 |
|
|
2022
Q1 | $692K | Sell |
14,273
-162
| -1% | -$7.85K | 0.1% | 107 |
|
|
2021
Q4 | $693K | Buy |
+14,435
| New | +$693K | 0.09% | 110 |
|