CYG
Clean Yield Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
1,275
| – | – | 0.03% | 165 |
|
|
2025
Q1 | $91.5K | Sell |
1,275
-7
| -0.5% | -$503 | 0.03% | 177 |
|
|
2024
Q4 | $90K | Hold |
1,282
| – | – | 0.03% | 186 |
|
|
2024
Q3 | $72.4K | Buy |
1,282
+282
| +28% | +$15.9K | 0.02% | 204 |
|
|
2024
Q2 | $59.4K | Sell |
1,000
-1,000
| -50% | -$59.4K | 0.02% | 212 |
|
|
2024
Q1 | $116K | Hold |
2,000
| – | – | 0.05% | 164 |
|
|
2023
Q4 | $98.4K | Hold |
2,000
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $79.4K | Sell |
2,000
-243
| -11% | -$9.65K | 0.04% | 189 |
|
|
2023
Q2 | $95.7K | Hold |
2,243
| – | – | 0.04% | 179 |
|
|
2023
Q1 | $83.8K | Sell |
2,243
-848
| -27% | -$31.7K | 0.04% | 192 |
|
|
2022
Q4 | $128K | Buy |
3,091
+243
| +9% | +$10K | 0.05% | 160 |
|
|
2022
Q3 | $115K | Hold |
2,848
| – | – | 0.05% | 167 |
|
|
2022
Q2 | $112K | Hold |
2,848
| – | – | 0.05% | 175 |
|
|
2022
Q1 | $138K | Hold |
2,848
| – | – | 0.05% | 176 |
|
|
2021
Q4 | $137K | Hold |
2,848
| – | – | 0.04% | 185 |
|
|
2021
Q3 | $132K | Hold |
2,848
| – | – | 0.04% | 186 |
|
|
2021
Q2 | $129K | Buy |
+2,848
| New | +$129K | 0.04% | 177 |
|
|
2021
Q1 | – | Sell |
-2,848
| Closed | -$86K | – | 381 |
|
|
2020
Q4 | $86K | Hold |
2,848
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $67K | Hold |
2,848
| – | – | 0.03% | 196 |
|
|
2020
Q2 | $73K | Sell |
2,848
-700
| -20% | -$17.9K | 0.03% | 184 |
|
|
2020
Q1 | $102K | Sell |
3,548
-3,550
| -50% | -$102K | 0.05% | 151 |
|
|
2019
Q4 | $382K | Sell |
7,098
-140
| -2% | -$7.54K | 0.12% | 102 |
|
|
2019
Q3 | $365K | Sell |
7,238
-879
| -11% | -$44.3K | 0.12% | 103 |
|
|
2019
Q2 | $384K | Sell |
8,117
-211
| -3% | -$9.98K | 0.14% | 91 |
|
|
2019
Q1 | $402K | Sell |
8,328
-1,000
| -11% | -$48.3K | 0.16% | 93 |
|
|
2018
Q4 | $430K | Buy |
9,328
+3,250
| +53% | +$150K | 0.19% | 94 |
|
|
2018
Q3 | $319K | Buy |
6,078
+1,000
| +20% | +$52.5K | 0.13% | 116 |
|
|
2018
Q2 | $282K | Sell |
5,078
-389
| -7% | -$21.6K | 0.12% | 116 |
|
|
2018
Q1 | $287K | Sell |
5,467
-232
| -4% | -$12.2K | 0.12% | 115 |
|
|
2017
Q4 | $346K | Sell |
5,699
-1,007
| -15% | -$61.1K | 0.14% | 107 |
|
|
2017
Q3 | $370K | Hold |
6,706
| – | – | 0.15% | 106 |
|
|
2017
Q2 | $369K | Hold |
6,706
| – | – | 0.15% | 104 |
|
|
2017
Q1 | $373K | Buy |
6,706
+478
| +8% | +$26.6K | 0.16% | 103 |
|
|
2016
Q4 | $343K | Buy |
6,228
+374
| +6% | +$20.6K | 0.15% | 102 |
|
|
2016
Q3 | $259K | Hold |
5,854
| – | – | 0.11% | 117 |
|
|
2016
Q2 | $277K | Sell |
5,854
-1,500
| -20% | -$71K | 0.12% | 113 |
|
|
2016
Q1 | $359K | Sell |
7,354
-523
| -7% | -$25.5K | 0.16% | 94 |
|
|
2015
Q4 | $380K | Hold |
7,877
| – | – | 0.19% | 93 |
|
|
2015
Q3 | $437K | Buy |
7,877
+23
| +0.3% | +$1.28K | 0.21% | 93 |
|
|
2015
Q2 | $442K | Hold |
7,854
| – | – | 0.2% | 94 |
|
|
2015
Q1 | $427K | Hold |
7,854
| – | – | 0.18% | 91 |
|
|
2014
Q4 | $431K | Hold |
7,854
| – | – | 0.19% | 94 |
|
|
2014
Q3 | $407K | Sell |
7,854
-1,500
| -16% | -$77.7K | 0.2% | 92 |
|
|
2014
Q2 | $492K | Buy |
9,354
+2,514
| +37% | +$132K | 0.24% | 88 |
|
|
2014
Q1 | $340K | Hold |
6,840
| – | – | 0.18% | 98 |
|
|
2013
Q4 | $311K | Sell |
6,840
-600
| -8% | -$27.3K | 0.17% | 101 |
|
|
2013
Q3 | $307K | Hold |
7,440
| – | – | 0.17% | 96 |
|
|
2013
Q2 | $307K | Buy |
+7,440
| New | +$307K | 0.18% | 92 |
|