CIA
Concurrent Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.79M | Buy |
84,754
+2,704
| +3% | +$217K | 0.13% | 170 |
|
|
2025
Q1 | $5.89M | Buy |
82,050
+37,004
| +82% | +$2.66M | 0.14% | 153 |
|
|
2024
Q4 | $3.16M | Buy |
45,046
+3,643
| +9% | +$256K | 0.09% | 230 |
|
|
2024
Q3 | $2.34M | Buy |
41,403
+643
| +2% | +$36.3K | 0.07% | 272 |
|
|
2024
Q2 | $2.42M | Buy |
40,760
+7,235
| +22% | +$430K | 0.08% | 234 |
|
|
2024
Q1 | $1.94M | Buy |
33,525
+1,435
| +4% | +$83.2K | 0.08% | 248 |
|
|
2023
Q4 | $1.58M | Buy |
+32,090
| New | +$1.58M | 0.07% | 263 |
|