CTWM
Cherry Tree Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
3,579
| – | – | 0.07% | 133 |
|
|
2025
Q1 | $257K | Buy |
3,579
+120
| +3% | +$8.62K | 0.06% | 143 |
|
|
2024
Q4 | $243K | Hold |
3,459
| – | – | 0.06% | 148 |
|
|
2024
Q3 | $195K | Hold |
3,459
| – | – | 0.05% | 162 |
|
|
2024
Q2 | $205K | Hold |
3,459
| – | – | 0.05% | 156 |
|
|
2024
Q1 | $200K | Sell |
3,459
-80
| -2% | -$4.64K | 0.05% | 157 |
|
|
2023
Q4 | $174K | Buy |
3,539
+431
| +14% | +$21.2K | 0.05% | 158 |
|
|
2023
Q3 | $127K | Hold |
3,108
| – | – | 0.04% | 169 |
|
|
2023
Q2 | $133K | Buy |
+3,108
| New | +$133K | 0.04% | 167 |
|