Clear Creek Financial Management’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 | $214K | Buy |
+2,672
| New | +$214K | 0.02% | 504 |
|
|
2023
Q4 | – | Sell |
-8,919
| Closed | -$364K | – | 374 |
|
|
2023
Q3 | $364K | Sell |
8,919
-482
| -5% | -$19.7K | 0.06% | 211 |
|
|
2023
Q2 | $401K | Sell |
9,401
-1,182
| -11% | -$50.4K | 0.07% | 205 |
|
|
2023
Q1 | $396K | Buy |
10,583
+780
| +8% | +$29.2K | 0.08% | 187 |
|
|
2022
Q4 | $405K | Sell |
9,803
-1,488
| -13% | -$61.4K | 0.09% | 172 |
|
|
2022
Q3 | $454K | Sell |
11,291
-464
| -4% | -$18.7K | 0.1% | 152 |
|
|
2022
Q2 | $460K | Buy |
11,755
+3,899
| +50% | +$153K | 0.1% | 162 |
|
|
2022
Q1 | $381K | Buy |
+7,856
| New | +$381K | 0.06% | 217 |
|
|
2021
Q1 | – | Sell |
-10,519
| Closed | -$317K | – | 266 |
|
|
2020
Q4 | $317K | Buy |
+10,519
| New | +$317K | 0.06% | 233 |
|
|
2020
Q3 | – | Sell |
-11,433
| Closed | -$292K | – | 263 |
|
|
2020
Q2 | $292K | Buy |
+11,433
| New | +$292K | 0.08% | 184 |
|