CGC Financial Services’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 | $31.7K | Buy |
396
+116
| +41% | +$9.29K | 0.01% | 146 |
|
|
2025
Q1 | $20.1K | Hold |
280
| – | – | 0.01% | 165 |
|
|
2024
Q4 | $19.7K | Hold |
280
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $15.8K | Hold |
280
| – | – | 0.01% | 176 |
|
|
2024
Q2 | $16.6K | Hold |
280
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $16.2K | Hold |
280
| – | – | 0.01% | 173 |
|
|
2023
Q4 | $13.8K | Hold |
280
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $11.4K | Hold |
280
| – | – | 0.01% | 168 |
|
|
2023
Q2 | $12K | Buy |
+280
| New | +$12K | 0.01% | 169 |
|