Centerpoint Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $132K | Hold |
1,653
| – | – | 0.04% | 103 |
|
|
2025
Q4 | $154K | Sell |
1,653
-16
| -1% | -$1.39K | 0.05% | 99 |
|
|
2025
Q3 | $140K | Buy |
1,669
+190
| +13% | +$15.4K | 0.04% | 108 |
|
|
2025
Q2 | $118K | Buy |
1,479
+16
| +1% | +$1.15K | 0.04% | 106 |
|
|
2025
Q1 | $105K | Hold |
1,463
| – | – | 0.04% | 116 |
|
|
2024
Q4 | $103K | Hold |
1,463
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $83K | Sell |
1,463
-400
| -21% | -$22.6K | 0.03% | 135 |
|
|
2024
Q2 | $111K | Sell |
1,863
-161
| -8% | -$9.51K | 0.04% | 122 |
|
|
2024
Q1 | $117K | Buy |
2,024
+1,137
| +128% | +$59.5K | 0.04% | 111 |
|
|
2023
Q4 | $44K | Buy |
887
+759
| +593% | +$32.8K | 0.02% | 164 |
|
|
2023
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $5K | Hold |
128
| – | – | ﹤0.01% | 396 |
|
|
2023
Q1 | $5K | Buy |
+128
| New | +$5.58K | ﹤0.01% | 395 |
|
|
2022
Q1 | – | Sell |
-558
| Closed | -$27K | – | 472 |
|
|
2021
Q4 | $27K | Hold |
558
| – | – | 0.01% | 164 |
|
|
2021
Q3 | $26K | Hold |
558
| – | – | 0.01% | 157 |
|
|
2021
Q2 | $25K | Buy |
+558
| New | +$24.9K | 0.01% | 162 |
|
|
2020
Q3 | – | Sell |
-88
| Closed | -$2K | – | 284 |
|
|
2020
Q2 | $2K | Sell |
88
-2,500
| -97% | -$68.4K | ﹤0.01% | 251 |
|
|
2020
Q1 | $74K | Sell |
2,588
-470
| -15% | -$20K | 0.07% | 61 |
|
|
2019
Q4 | $165K | Hold |
3,058
| – | – | 0.12% | 47 |
|
|
2019
Q3 | $154K | Sell |
3,058
-150
| -5% | -$7.07K | 0.12% | 51 |
|
|
2019
Q2 | $152K | Hold |
3,208
| – | – | 0.12% | 55 |
|
|
2019
Q1 | $155K | Hold |
3,208
| – | – | 0.13% | 50 |
|
|
2018
Q4 | $148K | Buy |
3,208
+70
| +2% | +$3.58K | 0.14% | 47 |
|
|
2018
Q3 | $165K | Hold |
3,138
| – | – | 0.13% | 50 |
|
|
2018
Q2 | $174K | Sell |
3,138
-1,493
| -32% | -$80K | 0.15% | 48 |
|
|
2018
Q1 | $243K | Buy |
4,631
+1,414
| +44% | +$84K | 0.21% | 35 |
|
|
2017
Q4 | $195K | Buy |
+3,217
| New | +$182K | 0.17% | 33 |
|
Other funds holding WFC
VCM
VPM
