Clear Creek Financial Management’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	$289K	Buy	3,635 +156	+4%	+$13.4K	0.02%	506
2025 Q4	$324K	Buy	3,479 +409	+13%	+$35.5K	0.03%	475
2025 Q3	$257K	Buy	3,070 +398	+15%	+$32.3K	0.02%	503
2025 Q2	$214K	Buy	+2,672	New	+$193K	0.02%	504
2023 Q4	–	Sell	-8,919	Closed	-$364K	–	374
2023 Q3	$364K	Sell	8,919 -482	-5%	-$20.8K	0.06%	211
2023 Q2	$401K	Sell	9,401 -1,182	-11%	-$47.6K	0.07%	205
2023 Q1	$396K	Buy	10,583 +780	+8%	+$34K	0.08%	187
2022 Q4	$405K	Sell	9,803 -1,488	-13%	-$65.9K	0.09%	172
2022 Q3	$454K	Sell	11,291 -464	-4%	-$19.9K	0.1%	152
2022 Q2	$460K	Buy	11,755 +3,899	+50%	+$171K	0.1%	162
2022 Q1	$381K	Buy	+7,856	New	+$420K	0.06%	217
2021 Q1	–	Sell	-10,519	Closed	-$317K	–	266
2020 Q4	$317K	Buy	+10,519	New	+$272K	0.06%	233
2020 Q3	–	Sell	-11,433	Closed	-$292K	–	263
2020 Q2	$292K	Buy	+11,433	New	+$313K	0.08%	184