Cassaday & Co Wealth Management’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 | $607K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $370K | Sell |
|
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|
2024
Q2 | $398K | Sell |
|
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|
2024
Q1 | $767K | Buy |
|
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $388K | Buy |
|