Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.6K | Buy |
308
+229
| +290% | +$16.1K | 0.01% | 273 |
|
|
2024
Q3 | $4.46K | Hold |
79
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $4.69K | Hold |
79
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $4.58K | Hold |
79
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $3.89K | Hold |
79
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $3.23K | Hold |
79
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $3.37K | Hold |
79
| – | – | ﹤0.01% | 403 |
|
|
2023
Q1 | $2.95K | Hold |
79
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $3.26K | Buy |
+79
| New | +$3.26K | ﹤0.01% | 392 |
|
|
2022
Q1 | – | Sell |
-175
| Closed | -$8K | – | 601 |
|
|
2021
Q4 | $8K | Buy |
+175
| New | +$8K | ﹤0.01% | 335 |
|