Cardiff Park Advisors’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
Q2 | $1.09M | Buy |
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|
2025
Q1 | $975K | Buy |
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|
2024
Q4 | $953K | Buy |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $803K | Buy |
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|
2024
Q1 | $783K | Buy |
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|
2023
Q4 | $664K | Buy |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $692K | Sell |
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|
2021
Q4 | $693K | Buy |
|