CA
Continuum Advisory’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
15,618
-3,637
| -19% | -$291K | 0.15% | 139 |
|
|
2025
Q1 | $1.38M | Buy |
19,255
+3,336
| +21% | +$239K | 0.18% | 121 |
|
|
2024
Q4 | $1.12M | Buy |
15,919
+392
| +3% | +$27.5K | 0.14% | 144 |
|
|
2024
Q3 | $1.13M | Buy |
15,527
+424
| +3% | +$30.9K | 0.14% | 149 |
|
|
2024
Q2 | $897K | Buy |
15,103
+125
| +0.8% | +$7.42K | 0.13% | 163 |
|
|
2024
Q1 | $918K | Sell |
14,978
-18,392
| -55% | -$1.13M | 0.14% | 162 |
|
|
2023
Q4 | $1.64M | Buy |
33,370
+516
| +2% | +$25.4K | 0.23% | 113 |
|
|
2023
Q3 | $1.34M | Sell |
32,854
-134
| -0.4% | -$5.48K | 0.22% | 126 |
|
|
2023
Q2 | $1.41M | Buy |
32,988
+297
| +0.9% | +$12.7K | 0.22% | 126 |
|
|
2023
Q1 | $1.22M | Sell |
32,691
-541
| -2% | -$20.2K | 0.21% | 131 |
|
|
2022
Q4 | $1.37M | Buy |
33,232
+2,789
| +9% | +$115K | 0.25% | 123 |
|
|
2022
Q3 | $1.22M | Buy |
30,443
+935
| +3% | +$37.6K | 0.22% | 125 |
|
|
2022
Q2 | $1.16M | Buy |
29,508
+15,771
| +115% | +$618K | 0.21% | 130 |
|
|
2022
Q1 | $599K | Buy |
+13,737
| New | +$599K | 0.11% | 218 |
|
|
2021
Q2 | – | Sell |
-8,293
| Closed | -$350K | – | 274 |
|
|
2021
Q1 | $350K | Buy |
8,293
+858
| +12% | +$36.2K | 0.15% | 125 |
|
|
2020
Q4 | $224K | Buy |
+7,435
| New | +$224K | 0.1% | 145 |
|
|
2020
Q1 | – | Sell |
-6,180
| Closed | -$332K | – | 161 |
|
|
2019
Q4 | $332K | Sell |
6,180
-1
| -0% | -$54 | 0.19% | 100 |
|
|
2019
Q3 | $303K | Buy |
6,181
+599
| +11% | +$29.4K | 0.2% | 98 |
|
|
2019
Q2 | $266K | Sell |
5,582
-527
| -9% | -$25.1K | 0.18% | 102 |
|
|
2019
Q1 | $298K | Sell |
6,109
-10,052
| -62% | -$490K | 0.22% | 101 |
|
|
2018
Q4 | $745K | Sell |
16,161
-2,589
| -14% | -$119K | 0.55% | 49 |
|
|
2018
Q3 | $980K | Sell |
18,750
-961
| -5% | -$50.2K | 0.65% | 41 |
|
|
2018
Q2 | $1.09M | Buy |
19,711
+1,423
| +8% | +$78.9K | 0.8% | 33 |
|
|
2018
Q1 | $958K | Sell |
18,288
-3,887
| -18% | -$204K | 0.8% | 32 |
|
|
2017
Q4 | $1.35M | Buy |
22,175
+474
| +2% | +$28.8K | 1.03% | 23 |
|
|
2017
Q3 | $1.2M | Sell |
21,701
-44
| -0.2% | -$2.43K | 1.05% | 23 |
|
|
2017
Q2 | $1.21M | Buy |
21,745
+4,262
| +24% | +$236K | 1.2% | 19 |
|
|
2017
Q1 | $973K | Buy |
+17,483
| New | +$973K | 1.17% | 23 |
|