CIM
Contravisory Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69K | Sell |
71
-24
| -25% | -$1.92K | ﹤0.01% | 343 |
|
|
2025
Q1 | $6.82K | Hold |
95
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $6.67K | Buy |
95
+45
| +90% | +$3.16K | ﹤0.01% | 329 |
|
|
2024
Q3 | $2.83K | Buy |
+50
| New | +$2.83K | ﹤0.01% | 331 |
|
|
2023
Q2 | – | Sell |
-10,154
| Closed | -$380K | – | 379 |
|
|
2023
Q1 | $380K | Buy |
10,154
+199
| +2% | +$7.44K | 0.11% | 134 |
|
|
2022
Q4 | $411K | Buy |
9,955
+1,184
| +13% | +$48.9K | 0.11% | 115 |
|
|
2022
Q3 | $353K | Sell |
8,771
-318
| -3% | -$12.8K | 0.12% | 113 |
|
|
2022
Q2 | $356K | Sell |
9,089
-21
| -0.2% | -$823 | 0.12% | 113 |
|
|
2022
Q1 | $441K | Sell |
9,110
-1,779
| -16% | -$86.1K | 0.13% | 107 |
|
|
2021
Q4 | $522K | Buy |
10,889
+1,195
| +12% | +$57.3K | 0.14% | 99 |
|
|
2021
Q3 | $450K | Buy |
9,694
+435
| +5% | +$20.2K | 0.14% | 92 |
|
|
2021
Q2 | $419K | Hold |
9,259
| – | – | 0.12% | 104 |
|
|
2021
Q1 | $362K | Buy |
+9,259
| New | +$362K | 0.11% | 103 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | -$1K | – | 347 |
|
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 289 |
|
|
2018
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 285 |
|
|
2018
Q2 | – | Sell |
-282
| Closed | -$15K | – | 373 |
|
|
2018
Q1 | $15K | Buy |
282
+2
| +0.7% | +$106 | 0.01% | 251 |
|
|
2017
Q4 | $17K | Hold |
280
| – | – | 0.01% | 238 |
|
|
2017
Q3 | $15K | Buy |
+280
| New | +$15K | 0.01% | 254 |
|
|
2016
Q2 | – | Sell |
-37
| Closed | -$2K | – | 234 |
|
|
2016
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 190 |
|
|
2015
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 197 |
|