CD
Chapin Davis’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
4,923
-15
| -0.3% | -$1.2K | 0.11% | 158 |
|
|
2025
Q1 | $355K | Sell |
4,938
-102
| -2% | -$7.32K | 0.12% | 148 |
|
|
2024
Q4 | $285K | Hold |
5,040
| – | – | 0.09% | 178 |
|
|
2024
Q3 | $285K | Sell |
5,040
-93
| -2% | -$5.25K | 0.09% | 179 |
|
|
2024
Q2 | $305K | Sell |
5,133
-27
| -0.5% | -$1.6K | 0.1% | 165 |
|
|
2024
Q1 | $299K | Sell |
5,160
-262
| -5% | -$15.2K | 0.11% | 169 |
|
|
2023
Q4 | $267K | Sell |
5,422
-127
| -2% | -$6.25K | 0.11% | 167 |
|
|
2023
Q3 | $227K | Buy |
5,549
+565
| +11% | +$23.1K | 0.11% | 165 |
|
|
2023
Q2 | $213K | Buy |
+4,984
| New | +$213K | 0.1% | 191 |
|