CM Wealth Advisors’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 | – | Sell |
-3,110
| Closed | -$223K | – | 89 |
|
|
2025
Q1 | $223K | Hold |
3,110
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $218K | Buy |
+3,110
| New | +$218K | 0.07% | 81 |
|
|
2024
Q2 | – | Sell |
-6,662
| Closed | -$401K | – | 182 |
|
|
2024
Q1 | $401K | Buy |
+6,662
| New | +$401K | 0.11% | 102 |
|
|
2023
Q3 | – | Sell |
-8,216
| Closed | -$379K | – | 176 |
|
|
2023
Q2 | $379K | Sell |
8,216
-27,067
| -77% | -$1.25M | 0.12% | 85 |
|
|
2023
Q1 | $1.39M | Buy |
+35,283
| New | +$1.39M | 0.27% | 93 |
|