Cetera Trust Company’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 | $1.62M | Sell |
20,226
-200
| -1% | -$16K | 0.97% | 34 |
|
|
2025
Q1 | $1.47M | Hold |
20,426
| – | – | 0.93% | 34 |
|
|
2024
Q4 | $1.43M | Sell |
20,426
-222
| -1% | -$15.6K | 0.93% | 33 |
|
|
2024
Q3 | $1.17M | Sell |
20,648
-900
| -4% | -$50.8K | 0.71% | 38 |
|
|
2024
Q2 | $1.28M | Sell |
21,548
-530
| -2% | -$31.5K | 0.8% | 36 |
|
|
2024
Q1 | $1.28M | Sell |
22,078
-200
| -0.9% | -$11.6K | 0.77% | 39 |
|
|
2023
Q4 | $1.1M | Buy |
+22,278
| New | +$1.1M | 0.68% | 42 |
|