Cooper Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $538K | Sell |
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|
2025
Q2 | $531K | Sell |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $441K | Buy |
|
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $488K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $687K | Sell |
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|
2019
Q3 | $650K | Sell |
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|
2019
Q2 | $623K | Buy |
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|
2019
Q1 | $609K | Buy |
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|
2018
Q4 | $553K | Buy |
|