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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Buy |
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|
2025
Q2 | $214K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $405K | Sell |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $292K | Buy |
|