CFM
Catalyst Funds Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,160
| Closed | -$2.09M | – | 718 |
|
|
2025
Q1 | $2.09M | Sell |
29,160
-53,940
| -65% | -$3.87M | 0.55% | 49 |
|
|
2024
Q4 | $5.84M | Buy |
83,100
+42,000
| +102% | +$2.95M | 1.43% | 11 |
|
|
2024
Q3 | $2.32M | Sell |
41,100
-34,400
| -46% | -$1.94M | 0.51% | 27 |
|
|
2024
Q2 | $4.48M | Buy |
75,500
+50,000
| +196% | +$2.97M | 1.2% | 13 |
|
|
2024
Q1 | $1.48M | Buy |
+25,500
| New | +$1.48M | 0.41% | 64 |
|