CNA Financial’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 | $17.2M | Buy |
+215,000
| New | +$17.2M | 8.84% | 3 |
|
|
2023
Q2 | – | Sell |
-75,000
| Closed | -$2.8M | – | 21 |
|
|
2023
Q1 | $2.8M | Buy |
+75,000
| New | +$2.8M | 1.69% | 17 |
|
|
2021
Q1 | – | Sell |
-200,000
| Closed | -$6.04M | – | 212 |
|
|
2020
Q4 | $6.04M | Hold |
200,000
| – | – | 1.9% | 13 |
|
|
2020
Q3 | $4.7M | Hold |
200,000
| – | – | 1.73% | 24 |
|
|
2020
Q2 | $5.12M | Sell |
200,000
-119,058
| -37% | -$3.05M | 2.03% | 16 |
|
|
2020
Q1 | $9.16M | Buy |
319,058
+281,024
| +739% | +$8.07M | 3.86% | 8 |
|
|
2019
Q4 | $2.05M | Sell |
38,034
-14,429
| -28% | -$776K | 0.55% | 60 |
|
|
2019
Q3 | $2.65M | Hold |
52,463
| – | – | 0.59% | 64 |
|
|
2019
Q2 | $2.48M | Buy |
52,463
+10,316
| +24% | +$488K | 0.52% | 66 |
|
|
2019
Q1 | $2.04M | Hold |
42,147
| – | – | 0.43% | 80 |
|
|
2018
Q4 | $1.94M | Hold |
42,147
| – | – | 0.42% | 75 |
|
|
2018
Q3 | $2.22M | Hold |
42,147
| – | – | 0.46% | 76 |
|
|
2018
Q2 | $2.34M | Hold |
42,147
| – | – | 0.51% | 64 |
|
|
2018
Q1 | $2.21M | Hold |
42,147
| – | – | 0.47% | 70 |
|
|
2017
Q4 | $2.56M | Buy |
42,147
+9,377
| +29% | +$569K | 0.62% | 54 |
|
|
2017
Q3 | $1.81M | Buy |
+32,770
| New | +$1.81M | 0.46% | 69 |
|