CLA (CliftonLarsonAllen) Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $741K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $445K | Buy |
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|
2019
Q4 | $738K | Sell |
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|
2019
Q3 | $759K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $271K | Buy |
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