Cherry Creek Investment 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 | $343K | Hold |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $275K | Buy |
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