CPIG
Chicago Partners Investment Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
34,761
+632
| +2% | +$52.9K | 0.08% | 205 |
|
|
2025
Q1 | $2.5M | Buy |
34,129
+2,066
| +6% | +$151K | 0.08% | 206 |
|
|
2024
Q4 | $2.29M | Buy |
32,063
+309
| +1% | +$22.1K | 0.08% | 208 |
|
|
2024
Q3 | $2.05M | Buy |
31,754
+4,096
| +15% | +$264K | 0.07% | 212 |
|
|
2024
Q2 | $1.66M | Buy |
27,658
+2,378
| +9% | +$143K | 0.06% | 238 |
|
|
2024
Q1 | $1.54M | Sell |
25,280
-490
| -2% | -$29.9K | 0.07% | 245 |
|
|
2023
Q4 | $1.28M | Sell |
25,770
-485
| -2% | -$24K | 0.06% | 269 |
|
|
2023
Q3 | $1.04M | Sell |
26,255
-2,577
| -9% | -$102K | 0.06% | 282 |
|
|
2023
Q2 | $1.3M | Buy |
28,832
+994
| +4% | +$44.8K | 0.07% | 255 |
|
|
2023
Q1 | $1.15M | Buy |
27,838
+2,331
| +9% | +$96.6K | 0.07% | 245 |
|
|
2022
Q4 | $1.23M | Sell |
25,507
-2,417
| -9% | -$116K | 0.08% | 233 |
|
|
2022
Q3 | $1.31M | Buy |
27,924
+2,101
| +8% | +$98.9K | 0.09% | 194 |
|
|
2022
Q2 | $1.13M | Buy |
25,823
+2,475
| +11% | +$109K | 0.08% | 210 |
|
|
2022
Q1 | $983K | Sell |
23,348
-3,316
| -12% | -$140K | 0.08% | 206 |
|
|
2021
Q4 | $1.54M | Buy |
26,664
+1,818
| +7% | +$105K | 0.11% | 165 |
|
|
2021
Q3 | $1.26M | Sell |
24,846
-1,357
| -5% | -$68.7K | 0.09% | 191 |
|
|
2021
Q2 | $1.18M | Sell |
26,203
-2,153
| -8% | -$96.9K | 0.09% | 186 |
|
|
2021
Q1 | $1.25M | Buy |
28,356
+3,037
| +12% | +$134K | 0.1% | 168 |
|
|
2020
Q4 | $808K | Buy |
25,319
+4,971
| +24% | +$159K | 0.08% | 205 |
|
|
2020
Q3 | $449K | Buy |
20,348
+233
| +1% | +$5.14K | 0.05% | 256 |
|
|
2020
Q2 | $513K | Buy |
20,115
+1,750
| +10% | +$44.6K | 0.06% | 218 |
|
|
2020
Q1 | $521K | Buy |
18,365
+1,019
| +6% | +$28.9K | 0.08% | 184 |
|
|
2019
Q4 | $854K | Sell |
17,346
-917
| -5% | -$45.1K | 0.11% | 142 |
|
|
2019
Q3 | $933K | Buy |
18,263
+2,120
| +13% | +$108K | 0.13% | 123 |
|
|
2019
Q2 | $750K | Sell |
16,143
-152
| -0.9% | -$7.06K | 0.11% | 138 |
|
|
2019
Q1 | $775K | Sell |
16,295
-5,473
| -25% | -$260K | 0.11% | 133 |
|
|
2018
Q4 | $1.04M | Sell |
21,768
-2,444
| -10% | -$117K | 0.15% | 117 |
|
|
2018
Q3 | $1.27M | Buy |
24,212
+3,336
| +16% | +$174K | 0.19% | 95 |
|
|
2018
Q2 | $1.16M | Buy |
20,876
+8,239
| +65% | +$457K | 0.18% | 97 |
|
|
2018
Q1 | $662K | Buy |
12,637
+4,631
| +58% | +$243K | 0.11% | 127 |
|
|
2017
Q4 | $486K | Sell |
8,006
-6,143
| -43% | -$373K | 0.08% | 165 |
|
|
2017
Q3 | $780K | Buy |
14,149
+12,820
| +965% | +$707K | 0.13% | 116 |
|
|
2017
Q2 | $74K | Sell |
1,329
-12,303
| -90% | -$685K | 0.02% | 317 |
|
|
2017
Q1 | $759K | Sell |
13,632
-1,674
| -11% | -$93.2K | 0.21% | 78 |
|
|
2016
Q4 | $844K | Buy |
15,306
+1,109
| +8% | +$61.2K | 0.31% | 68 |
|
|
2016
Q3 | $629K | Buy |
14,197
+4,000
| +39% | +$177K | 0.25% | 80 |
|
|
2016
Q2 | $483K | Hold |
10,197
| – | – | 0.23% | 69 |
|
|
2016
Q1 | $493K | Hold |
10,197
| – | – | 0.26% | 62 |
|
|
2015
Q4 | $554K | Buy |
10,197
+2,102
| +26% | +$114K | 0.26% | 63 |
|
|
2015
Q3 | $416K | Sell |
8,095
-8,421
| -51% | -$433K | 0.23% | 66 |
|
|
2015
Q2 | $917K | Buy |
16,516
+8,095
| +96% | +$449K | 0.42% | 52 |
|
|
2015
Q1 | $462K | Sell |
8,421
-65
| -0.8% | -$3.57K | 0.2% | 73 |
|
|
2014
Q4 | $465K | Buy |
+8,486
| New | +$465K | 0.2% | 71 |
|