CCS
Concentric Capital Strategies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
+7,890
| New | +$632K | 0.03% | 222 |
|
|
2025
Q1 | – | Sell |
-3,135
| Closed | -$220K | – | 308 |
|
|
2024
Q4 | $220K | Sell |
3,135
-12,394
| -80% | -$871K | 0.01% | 233 |
|
|
2024
Q3 | $877K | Buy |
15,529
+6,622
| +74% | +$374K | 0.04% | 220 |
|
|
2024
Q2 | $529K | Buy |
+8,907
| New | +$529K | 0.03% | 249 |
|