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Cherry Tree Wealth Management’s Wells Fargo WFC Stock Holding History

Cherry Tree Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Hold
3,579
– – 0.06% 136
2025
Q4 		$334K Hold
3,579
– – 0.07% 122
2025
Q3 		$300K Hold
3,579
– – 0.07% 127
2025
Q2 		$287K Hold
3,579
– – 0.07% 133
2025
Q1 		$257K Buy
3,579
+120
+3% +$9.01K 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% -$4.19K 0.05% 157
2023
Q4 		$174K Buy
3,539
+431
+14% +$18.6K 0.05% 158
2023
Q3 		$127K Hold
3,108
– – 0.04% 169
2023
Q2 		$133K Buy
+3,108
New +$125K 0.04% 167

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