CA
Clearstead Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
97,159
+12,512
| +15% | +$1M | 0.11% | 150 |
|
|
2025
Q1 | $6.08M | Sell |
84,647
-7,055
| -8% | -$506K | 0.09% | 156 |
|
|
2024
Q4 | $6.44M | Sell |
91,702
-556
| -0.6% | -$39.1K | 0.1% | 151 |
|
|
2024
Q3 | $5.21M | Sell |
92,258
-5,280
| -5% | -$298K | 0.08% | 178 |
|
|
2024
Q2 | $5.79M | Buy |
97,538
+50,681
| +108% | +$3.01M | 0.1% | 163 |
|
|
2024
Q1 | $2.87M | Sell |
46,857
-2,509
| -5% | -$154K | 0.14% | 119 |
|
|
2023
Q4 | $2.43M | Sell |
49,366
-52,400
| -51% | -$2.58M | 0.13% | 135 |
|
|
2023
Q3 | $4.16M | Buy |
101,766
+52,226
| +105% | +$2.13M | 0.12% | 139 |
|
|
2023
Q2 | $2.11M | Sell |
49,540
-2,339
| -5% | -$99.8K | 0.13% | 137 |
|
|
2023
Q1 | $1.94M | Sell |
51,879
-3,137
| -6% | -$117K | 0.14% | 126 |
|
|
2022
Q4 | $2.27M | Sell |
55,016
-810
| -1% | -$33.4K | 0.18% | 104 |
|
|
2022
Q3 | $2.25M | Sell |
55,826
-4,293
| -7% | -$173K | 0.21% | 96 |
|
|
2022
Q2 | $2.36M | Sell |
60,119
-4,418
| -7% | -$173K | 0.18% | 103 |
|
|
2022
Q1 | $3.13M | Buy |
64,537
+3,977
| +7% | +$193K | 0.21% | 89 |
|
|
2021
Q4 | $2.91M | Sell |
60,560
-464
| -0.8% | -$22.3K | 0.2% | 95 |
|
|
2021
Q3 | $2.83M | Sell |
61,024
-27,299
| -31% | -$1.27M | 0.21% | 93 |
|
|
2021
Q2 | $4M | Sell |
88,323
-17,604
| -17% | -$797K | 0.31% | 65 |
|
|
2021
Q1 | $4.14M | Buy |
105,927
+12,091
| +13% | +$472K | 0.34% | 60 |
|
|
2020
Q4 | $2.83M | Sell |
93,836
-13,847
| -13% | -$418K | 0.26% | 78 |
|
|
2020
Q3 | $2.53M | Buy |
107,683
+347
| +0.3% | +$8.16K | 0.27% | 74 |
|
|
2020
Q2 | $2.75M | Buy |
107,336
+19,307
| +22% | +$494K | 0.32% | 66 |
|
|
2020
Q1 | $2.53M | Sell |
88,029
-3,255
| -4% | -$93.4K | 0.37% | 58 |
|
|
2019
Q4 | $4.91M | Buy |
91,284
+3,163
| +4% | +$170K | 0.6% | 40 |
|
|
2019
Q3 | $4.45M | Sell |
88,121
-2,779
| -3% | -$140K | 0.59% | 42 |
|
|
2019
Q2 | $4.3M | Sell |
90,900
-1,234
| -1% | -$58.4K | 0.57% | 43 |
|
|
2019
Q1 | $4.45M | Buy |
92,134
+1,027
| +1% | +$49.6K | 0.61% | 44 |
|
|
2018
Q4 | $4.2M | Sell |
91,107
-3,921
| -4% | -$181K | 0.65% | 40 |
|
|
2018
Q3 | $5M | Sell |
95,028
-2,156
| -2% | -$113K | 0.69% | 30 |
|
|
2018
Q2 | $5.39M | Sell |
97,184
-66
| -0.1% | -$3.66K | 0.77% | 23 |
|
|
2018
Q1 | $5.1M | Sell |
97,250
-15,744
| -14% | -$825K | 0.74% | 27 |
|
|
2017
Q4 | $6.86M | Sell |
112,994
-10,826
| -9% | -$657K | 0.93% | 20 |
|
|
2017
Q3 | $6.83M | Buy |
123,820
+9,299
| +8% | +$513K | 0.89% | 21 |
|
|
2017
Q2 | $6.35M | Sell |
114,521
-2,594
| -2% | -$144K | 0.93% | 20 |
|
|
2017
Q1 | $6.52M | Buy |
117,115
+27,500
| +31% | +$1.53M | 0.95% | 19 |
|
|
2016
Q4 | $4.94M | Buy |
+89,615
| New | +$4.94M | 0.8% | 20 |
|