Cedar Point Capital 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
Q2 | $269K | Buy |
3,352
+20
| +0.6% | +$1.6K | 0.19% | 55 |
|
|
2025
Q1 | $239K | Hold |
3,332
| – | – | 0.16% | 58 |
|
|
2024
Q4 | $234K | Buy |
+3,332
| New | +$234K | 0.16% | 57 |
|
|
2024
Q3 | – | Sell |
-3,510
| Closed | -$208K | – | 64 |
|
|
2024
Q2 | $208K | Sell |
3,510
-54
| -2% | -$3.21K | 0.16% | 51 |
|
|
2024
Q1 | $207K | Buy |
+3,564
| New | +$207K | 0.16% | 52 |
|