CIA
Cascade Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
14,407
-13
| -0.1% | -$1.04K | 0.74% | 67 |
|
|
2025
Q1 | $1.04M | Hold |
14,420
| – | – | 0.7% | 72 |
|
|
2024
Q4 | $1.01M | Sell |
14,420
-680
| -5% | -$47.8K | 0.65% | 79 |
|
|
2024
Q3 | $853K | Sell |
15,100
-200
| -1% | -$11.3K | 0.54% | 81 |
|
|
2024
Q2 | $909K | Sell |
15,300
-700
| -4% | -$41.6K | 0.61% | 82 |
|
|
2024
Q1 | $927K | Sell |
16,000
-600
| -4% | -$34.8K | 0.6% | 84 |
|
|
2023
Q4 | $817K | Hold |
16,600
| – | – | 0.58% | 84 |
|
|
2023
Q3 | $678K | Sell |
16,600
-94
| -0.6% | -$3.84K | 0.54% | 87 |
|
|
2023
Q2 | $713K | Buy |
16,694
+94
| +0.6% | +$4.01K | 0.53% | 87 |
|
|
2023
Q1 | $621K | Hold |
16,600
| – | – | 0.49% | 83 |
|
|
2022
Q4 | $685K | Buy |
+16,600
| New | +$685K | 0.57% | 82 |
|
|
2022
Q3 | – | Sell |
-16,700
| Closed | -$654K | – | 234 |
|
|
2022
Q2 | $654K | Hold |
16,700
| – | – | 0.51% | 89 |
|
|
2022
Q1 | $809K | Buy |
16,700
+16,400
| +5,467% | +$795K | 0.49% | 96 |
|
|
2021
Q4 | $14.4K | Sell |
300
-300
| -50% | -$14.4K | 0.01% | 229 |
|
|
2021
Q3 | $27.8K | Sell |
600
-300
| -33% | -$13.9K | 0.02% | 189 |
|
|
2021
Q2 | $40.8K | Sell |
900
-2,400
| -73% | -$109K | 0.03% | 173 |
|
|
2021
Q1 | $129K | Buy |
3,300
+3,100
| +1,550% | +$121K | 0.08% | 122 |
|
|
2020
Q4 | $6.04K | Sell |
200
-32,445
| -99% | -$979K | ﹤0.01% | 239 |
|
|
2020
Q3 | $767K | Buy |
32,645
+500
| +2% | +$11.8K | 0.65% | 71 |
|
|
2020
Q2 | $823K | Sell |
32,145
-27,334
| -46% | -$700K | 0.78% | 63 |
|
|
2020
Q1 | $1.71M | Sell |
59,479
-25,211
| -30% | -$724K | 1.88% | 7 |
|
|
2019
Q4 | $4.89M | Sell |
84,690
-846
| -1% | -$48.9K | 3.74% | 1 |
|
|
2019
Q3 | $4.72M | Buy |
85,536
+2,442
| +3% | +$135K | 3.65% | 2 |
|
|
2019
Q2 | $4.4M | Buy |
83,094
+1,485
| +2% | +$78.6K | 3.73% | 1 |
|
|
2019
Q1 | $4.42M | Buy |
81,609
+175
| +0.2% | +$9.48K | 3.97% | 1 |
|
|
2018
Q4 | $4.08M | Buy |
81,434
+25
| +0% | +$1.25K | 4.13% | 1 |
|
|
2018
Q3 | $4.86M | Sell |
81,409
-2,357
| -3% | -$141K | 4.11% | 1 |
|
|
2018
Q2 | $4.99M | Sell |
83,766
-8,782
| -9% | -$523K | 4.45% | 1 |
|
|
2018
Q1 | $5.31M | Buy |
92,548
+1,227
| +1% | +$70.4K | 4.18% | 1 |
|
|
2017
Q4 | $5.79M | Sell |
91,321
-10,427
| -10% | -$662K | 4.6% | 1 |
|
|
2017
Q3 | $5.83M | Sell |
101,748
-1,307
| -1% | -$74.9K | 4.86% | 1 |
|
|
2017
Q2 | $5.83M | Buy |
103,055
+4,128
| +4% | +$234K | 4.97% | 1 |
|
|
2017
Q1 | $5.63M | Sell |
98,927
-4,228
| -4% | -$241K | 4.94% | 1 |
|
|
2016
Q4 | $5.7M | Buy |
+103,155
| New | +$5.7M | 4.86% | 1 |
|
|
2016
Q2 | $4.8M | Buy |
+98,383
| New | +$4.8M | 4.61% | 1 |
|