Cascade Financial Partners’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 | $461K | Sell |
5,751
-400
| -7% | -$32K | 0.06% | 168 |
|
|
2025
Q1 | $442K | Buy |
6,151
+400
| +7% | +$28.7K | 0.06% | 164 |
|
|
2024
Q4 | $404K | Buy |
5,751
+88
| +2% | +$6.18K | 0.05% | 159 |
|
|
2024
Q3 | $367K | Hold |
5,663
| – | – | 0.05% | 170 |
|
|
2024
Q2 | $336K | Sell |
5,663
-1,000
| -15% | -$59.4K | 0.04% | 168 |
|
|
2024
Q1 | $376K | Buy |
+6,663
| New | +$376K | 0.05% | 156 |
|