Clear Investment Research’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	$216K	Sell	2,701 -33	-1%	-$2.64K	0.27%	57
2025 Q1	$196K	Hold	2,734	–	–	0.26%	57
2024 Q4	$192K	Hold	2,734	–	–	0.25%	56
2024 Q3	$154K	Hold	2,734	–	–	0.2%	63
2024 Q2	$162K	Hold	2,734	–	–	0.21%	56
2024 Q1	$158K	Hold	2,734	–	–	0.21%	59
2023 Q4	$135K	Hold	2,734	–	–	0.19%	63
2023 Q3	$112K	Hold	2,734	–	–	0.19%	62
2023 Q2	$117K	Hold	2,734	–	–	0.2%	63
2023 Q1	$102K	Hold	2,734	–	–	0.18%	62
2022 Q4	$113K	Hold	2,734	–	–	0.22%	59
2022 Q3	$110K	Buy	+2,734	New	+$110K	0.23%	55
2022 Q2	–	Sell	-2,734	Closed	-$132K	–	149
2022 Q1	$132K	Hold	2,734	–	–	0.26%	61
2021 Q4	$131K	Hold	2,734	–	–	0.2%	63
2021 Q3	$127K	Hold	2,734	–	–	0.21%	62
2021 Q2	$124K	Buy	2,734 +958	+54%	+$43.5K	0.21%	61
2021 Q1	$69K	Hold	1,776	–	–	0.12%	66
2020 Q4	$54K	Hold	1,776	–	–	0.1%	69
2020 Q3	$42K	Hold	1,776	–	–	0.09%	71
2020 Q2	$45K	Hold	1,776	–	–	0.1%	65
2020 Q1	$51K	Hold	1,776	–	–	0.12%	66
2019 Q4	$96K	Sell	1,776 -47	-3%	-$2.54K	0.2%	56
2019 Q3	$92K	Hold	1,823	–	–	0.2%	57
2019 Q2	$86K	Hold	1,823	–	–	0.14%	55
2019 Q1	$88K	Hold	1,823	–	–	0.14%	55
2018 Q4	$84K	Hold	1,823	–	–	0.14%	49
2018 Q3	$96K	Sell	1,823 -361	-17%	-$19K	0.14%	52
2018 Q2	$114K	Hold	2,184	–	–	0.07%	42
2018 Q1	$114K	Hold	2,184	–	–	0.07%	42
2017 Q4	$133K	Hold	2,184	–	–	0.09%	39
2017 Q3	$120K	Hold	2,184	–	–	0.08%	40
2017 Q2	$121K	Buy	+2,184	New	+$121K	0.09%	37