Clearstead Trust’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
Q2 | $190K | Buy |
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|
2025
Q1 | $93.3K | Sell |
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|
2024
Q4 | $101K | Hold |
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|
2024
Q3 | $80.8K | Hold |
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|
2024
Q2 | $85K | Sell |
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|
2024
Q1 | $93.7K | Buy |
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|
2023
Q4 | $70.4K | Sell |
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|
2023
Q3 | $65.1K | Sell |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $4.15K | Sell |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $24K | Sell |
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|
2021
Q3 | $26K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $31K | Sell |
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|
2019
Q1 | $50K | Sell |
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|
2018
Q4 | $170K | Buy |
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|
2018
Q3 | $182K | Sell |
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|
2018
Q2 | $234K | Sell |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $274K | Sell |
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|
2017
Q3 | $260K | Hold |
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|
2017
Q2 | $261K | Sell |
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|
2017
Q1 | $2.52M | Buy |
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|
2016
Q4 | $2.47M | Buy |
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