Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.6K | Buy |
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|
2024
Q3 | $4.46K | Hold |
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|
2024
Q2 | $4.69K | Hold |
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|
2024
Q1 | $4.58K | Hold |
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|
2023
Q4 | $3.89K | Hold |
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|
2023
Q3 | $3.23K | Hold |
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|
2023
Q2 | $3.37K | Hold |
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|
2023
Q1 | $2.95K | Hold |
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|
2022
Q4 | $3.26K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $8K | Buy |
|