Cladis Investment Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $985K | Hold |
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|
2024
Q4 | $964K | Sell |
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|
2024
Q3 | $781K | Hold |
|
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|
2024
Q2 | $821K | Buy |
|
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|
2024
Q1 | $801K | Buy |
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|
2023
Q4 | $680K | Hold |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $693K | Buy |
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|
2022
Q3 | $670K | Hold |
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|
2022
Q2 | $653K | Sell |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $848K | Buy |
|