Cassaday & Co Wealth Management’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 | $607K | Buy |
7,571
+439
| +6% | +$35.2K | 0.02% | 186 |
|
|
2025
Q1 | $512K | Buy |
7,132
+479
| +7% | +$34.4K | 0.01% | 196 |
|
|
2024
Q4 | $467K | Buy |
6,653
+96
| +1% | +$6.74K | 0.01% | 198 |
|
|
2024
Q3 | $370K | Sell |
6,557
-142
| -2% | -$8.02K | 0.01% | 211 |
|
|
2024
Q2 | $398K | Sell |
6,699
-6,535
| -49% | -$388K | 0.01% | 197 |
|
|
2024
Q1 | $767K | Buy |
13,234
+7,589
| +134% | +$440K | 0.02% | 132 |
|
|
2023
Q4 | $278K | Buy |
5,645
+224
| +4% | +$11K | 0.01% | 213 |
|
|
2023
Q3 | $222K | Sell |
5,421
-3,697
| -41% | -$151K | 0.01% | 232 |
|
|
2023
Q2 | $389K | Sell |
9,118
-271
| -3% | -$11.6K | 0.02% | 173 |
|
|
2023
Q1 | $351K | Sell |
9,389
-5
| -0.1% | -$187 | 0.02% | 189 |
|
|
2022
Q4 | $388K | Buy |
+9,394
| New | +$388K | 0.02% | 170 |
|