Cherry Creek Investment Advisors’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 | $343K | Hold |
4,275
| – | – | 0.16% | 82 |
|
|
2025
Q1 | $307K | Buy |
4,275
+12
| +0.3% | +$861 | 0.16% | 86 |
|
|
2024
Q4 | $299K | Buy |
4,263
+12
| +0.3% | +$843 | 0.15% | 85 |
|
|
2024
Q3 | $240K | Buy |
4,251
+15
| +0.4% | +$847 | 0.12% | 94 |
|
|
2024
Q2 | $252K | Buy |
4,236
+13
| +0.3% | +$772 | 0.13% | 90 |
|
|
2024
Q1 | $245K | Sell |
4,223
-2,107
| -33% | -$122K | 0.13% | 90 |
|
|
2023
Q4 | $312K | Buy |
6,330
+33
| +0.5% | +$1.62K | 0.19% | 71 |
|
|
2023
Q3 | $257K | Buy |
6,297
+36
| +0.6% | +$1.47K | 0.17% | 71 |
|
|
2023
Q2 | $267K | Buy |
6,261
+31
| +0.5% | +$1.32K | 0.18% | 72 |
|
|
2023
Q1 | $233K | Buy |
6,230
+28
| +0.5% | +$1.05K | 0.17% | 78 |
|
|
2022
Q4 | $256K | Buy |
6,202
+27
| +0.4% | +$1.12K | 0.2% | 72 |
|
|
2022
Q3 | $248K | Buy |
6,175
+28
| +0.5% | +$1.13K | 0.21% | 73 |
|
|
2022
Q2 | $241K | Buy |
6,147
+23
| +0.4% | +$902 | 0.19% | 77 |
|
|
2022
Q1 | $297K | Buy |
6,124
+20
| +0.3% | +$970 | 0.2% | 82 |
|
|
2021
Q4 | $293K | Buy |
6,104
+17
| +0.3% | +$816 | 0.18% | 78 |
|
|
2021
Q3 | $282K | Buy |
6,087
+18
| +0.3% | +$834 | 0.19% | 82 |
|
|
2021
Q2 | $275K | Buy |
+6,069
| New | +$275K | 0.18% | 86 |
|