Cedar Brook Financial Partners’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
Q2 | – | Sell |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $246K | Sell |
|
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $286K | Sell |
|
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $356K | Sell |
|
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $519K | Sell |
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|
2019
Q3 | $509K | Sell |
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|
2019
Q2 | $550K | Buy |
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|
2019
Q1 | $511K | Buy |
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|
2018
Q4 | $384K | Buy |
|