Cerro Pacific Wealth 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
2025
Q2
$393K Buy
2025
Q1
$330K Sell
2024
Q4
$272K Buy
2024
Q3
$276K Hold
2024
Q2
$276K Buy
2020
Q4
$234K Buy