Cookson Peirce & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+2,854
| New | +$229K | 0.01% | 262 |
|
|
2015
Q1 | – | Sell |
-9,690
| Closed | -$531K | – | 141 |
|
|
2014
Q4 | $531K | Buy |
9,690
+770
| +9% | +$42.2K | 0.11% | 93 |
|
|
2014
Q3 | $463K | Buy |
8,920
+140
| +2% | +$7.27K | 0.11% | 100 |
|
|
2014
Q2 | $461K | Buy |
8,780
+250
| +3% | +$13.1K | 0.11% | 102 |
|
|
2014
Q1 | $424K | Buy |
+8,530
| New | +$424K | 0.11% | 116 |
|