Cohen Investment Advisors’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
Q3 | $4.34M | Buy |
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|
2025
Q2 | $4.05M | Buy |
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|
2025
Q1 | $3.53M | Buy |
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|
2024
Q4 | $3.12M | Buy |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.01M | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $2.01M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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