Cedar Mountain Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Sell |
285
-45
| -14% | -$3.61K | ﹤0.01% | 152 |
|
|
2025
Q1 | $23.7K | Hold |
330
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $23.2K | Sell |
330
-146
| -31% | -$10.3K | 0.01% | 145 |
|
|
2024
Q3 | $26.9K | Hold |
476
| – | – | 0.01% | 128 |
|
|
2024
Q2 | $28.3K | Sell |
476
-149
| -24% | -$8.85K | 0.01% | 110 |
|
|
2024
Q1 | $36.2K | Sell |
625
-18
| -3% | -$1.04K | 0.01% | 94 |
|
|
2023
Q4 | $31.6K | Hold |
643
| – | – | 0.01% | 98 |
|
|
2023
Q3 | $26.3K | Hold |
643
| – | – | 0.01% | 97 |
|
|
2023
Q2 | $27.4K | Buy |
643
+79
| +14% | +$3.37K | 0.01% | 104 |
|
|
2023
Q1 | $21.1K | Sell |
564
-33
| -6% | -$1.23K | 0.01% | 113 |
|
|
2022
Q4 | $24.7K | Hold |
597
| – | – | 0.01% | 100 |
|
|
2022
Q3 | $24K | Buy |
597
+77
| +15% | +$3.1K | 0.01% | 98 |
|
|
2022
Q2 | $20K | Hold |
520
| – | – | 0.01% | 110 |
|
|
2022
Q1 | $25K | Sell |
520
-97
| -16% | -$4.66K | 0.01% | 112 |
|
|
2021
Q4 | $30K | Hold |
617
| – | – | 0.01% | 102 |
|
|
2021
Q3 | $29K | Sell |
617
-66
| -10% | -$3.1K | 0.01% | 105 |
|
|
2021
Q2 | $31K | Hold |
683
| – | – | 0.01% | 96 |
|
|
2021
Q1 | $27K | Hold |
683
| – | – | 0.01% | 111 |
|
|
2020
Q4 | $21K | Hold |
683
| – | – | 0.01% | 119 |
|
|
2020
Q3 | $16K | Buy |
683
+218
| +47% | +$5.11K | 0.01% | 125 |
|
|
2020
Q2 | $12K | Hold |
465
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $13K | Buy |
465
+60
| +15% | +$1.68K | 0.01% | 115 |
|
|
2019
Q4 | $22K | Buy |
+405
| New | +$22K | 0.01% | 100 |
|