Childress Capital 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 | $1.08M | Sell |
13,424
-265
| -2% | -$21.2K | 0.27% | 60 |
|
|
2025
Q1 | $983K | Buy |
13,689
+2,351
| +21% | +$169K | 0.28% | 56 |
|
|
2024
Q4 | $796K | Sell |
11,338
-522
| -4% | -$36.7K | 0.22% | 66 |
|
|
2024
Q3 | $670K | Buy |
11,860
+100
| +0.9% | +$5.65K | 0.18% | 80 |
|
|
2024
Q2 | $698K | Buy |
11,760
+1,280
| +12% | +$76K | 0.2% | 78 |
|
|
2024
Q1 | $607K | Buy |
10,480
+833
| +9% | +$48.3K | 0.18% | 81 |
|
|
2023
Q4 | $475K | Buy |
9,647
+784
| +9% | +$38.6K | 0.14% | 96 |
|
|
2023
Q3 | $362K | Buy |
+8,863
| New | +$362K | 0.12% | 104 |
|
|
2023
Q1 | – | Sell |
-12,215
| Closed | -$504K | – | 176 |
|
|
2022
Q4 | $504K | Buy |
12,215
+595
| +5% | +$24.6K | 0.17% | 89 |
|
|
2022
Q3 | $484K | Buy |
11,620
+1,247
| +12% | +$51.9K | 0.19% | 85 |
|
|
2022
Q2 | $406K | Sell |
10,373
-1,077
| -9% | -$42.2K | 0.16% | 99 |
|
|
2022
Q1 | $556K | Sell |
11,450
-607
| -5% | -$29.5K | 0.19% | 90 |
|
|
2021
Q4 | $578K | Sell |
12,057
-2,718
| -18% | -$130K | 0.24% | 76 |
|
|
2021
Q3 | $685K | Buy |
14,775
+5,709
| +63% | +$265K | 0.28% | 70 |
|
|
2021
Q2 | $410K | Sell |
9,066
-4,092
| -31% | -$185K | 0.19% | 92 |
|
|
2021
Q1 | $514K | Buy |
13,158
+6,199
| +89% | +$242K | 0.24% | 83 |
|
|
2020
Q4 | $215K | Buy |
+6,959
| New | +$215K | 0.13% | 89 |
|