City Center Advisors LLC’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
$242K Sell
3,026
-900
-23% -$72.1K 0.26% 126
2025
Q1
$282K Buy
3,926
+82
+2% +$5.89K 0.33% 102
2024
Q4
$270K Sell
3,844
-982
-20% -$69K 0.3% 125
2024
Q3
$273K Buy
+4,826
New +$273K 0.3% 119