Castleview Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-168
| Closed | -$11.8K | – | 577 |
|
|
2024
Q4 | $11.8K | Buy |
+168
| New | +$11.8K | 0.01% | 559 |
|
|
2024
Q3 | – | Sell |
-168
| Closed | -$9.98K | – | 929 |
|
|
2024
Q2 | $9.98K | Hold |
168
| – | – | 0.01% | 523 |
|
|
2024
Q1 | $9.74K | Hold |
168
| – | – | 0.01% | 542 |
|
|
2023
Q4 | $8.27K | Hold |
168
| – | – | 0.01% | 530 |
|
|
2023
Q3 | $6.86K | Hold |
168
| – | – | 0.01% | 453 |
|
|
2023
Q2 | $7.17K | Hold |
168
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $6.28K | Hold |
168
| – | – | 0.01% | 475 |
|
|
2022
Q4 | $6.94K | Hold |
168
| – | – | 0.01% | 413 |
|
|
2022
Q3 | $7K | Buy |
+168
| New | +$7K | 0.01% | 426 |
|
|
2022
Q1 | – | Sell |
-19,239
| Closed | -$401 | – | 1029 |
|
|
2021
Q4 | $401 | Buy |
+19,239
| New | +$401 | ﹤0.01% | 560 |
|
|
2018
Q1 | $333K | Buy |
+6,345
| New | +$333K | 0.28% | 82 |
|