Cladis Investment Advisory’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 | $1.1M | Buy |
13,726
+1
| +0% | +$80 | 0.69% | 47 |
|
|
2025
Q1 | $985K | Hold |
13,725
| – | – | 0.71% | 46 |
|
|
2024
Q4 | $964K | Sell |
13,725
-99
| -0.7% | -$6.95K | 0.68% | 51 |
|
|
2024
Q3 | $781K | Hold |
13,824
| – | – | 0.54% | 61 |
|
|
2024
Q2 | $821K | Buy |
13,824
+1
| +0% | +$59 | 0.6% | 54 |
|
|
2024
Q1 | $801K | Buy |
13,823
+1
| +0% | +$58 | 0.59% | 53 |
|
|
2023
Q4 | $680K | Hold |
13,822
| – | – | 0.53% | 60 |
|
|
2023
Q3 | $565K | Buy |
13,822
+1
| +0% | +$41 | 0.49% | 63 |
|
|
2023
Q2 | $590K | Sell |
13,821
-299
| -2% | -$12.8K | 0.51% | 67 |
|
|
2023
Q1 | $528K | Sell |
14,120
-2,670
| -16% | -$99.8K | 0.47% | 70 |
|
|
2022
Q4 | $693K | Buy |
16,790
+121
| +0.7% | +$5K | 0.69% | 48 |
|
|
2022
Q3 | $670K | Hold |
16,669
| – | – | 0.73% | 47 |
|
|
2022
Q2 | $653K | Sell |
16,669
-99
| -0.6% | -$3.88K | 0.65% | 51 |
|
|
2022
Q1 | $813K | Sell |
16,768
-900
| -5% | -$43.6K | 0.66% | 50 |
|
|
2021
Q4 | $848K | Buy |
+17,668
| New | +$848K | 0.68% | 44 |
|