Cooper Financial Group’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 | $531K | Sell |
6,624
-1,273
| -16% | -$102K | 0.06% | 226 |
|
|
2025
Q1 | $567K | Buy |
7,897
+2,282
| +41% | +$164K | 0.07% | 224 |
|
|
2024
Q4 | $394K | Buy |
5,615
+1,017
| +22% | +$71.4K | 0.05% | 266 |
|
|
2024
Q3 | $260K | Buy |
4,598
+440
| +11% | +$24.9K | 0.03% | 327 |
|
|
2024
Q2 | $247K | Sell |
4,158
-1,512
| -27% | -$89.8K | 0.04% | 335 |
|
|
2024
Q1 | $329K | Buy |
+5,670
| New | +$329K | 0.05% | 273 |
|
|
2021
Q4 | – | Sell |
-9,945
| Closed | -$462K | – | 277 |
|
|
2021
Q3 | $462K | Buy |
9,945
+214
| +2% | +$9.94K | 0.1% | 135 |
|
|
2021
Q2 | $441K | Buy |
9,731
+97
| +1% | +$4.4K | 0.09% | 135 |
|
|
2021
Q1 | $376K | Sell |
9,634
-6,532
| -40% | -$255K | 0.08% | 154 |
|
|
2020
Q4 | $488K | Buy |
+16,166
| New | +$488K | 0.1% | 153 |
|
|
2020
Q3 | – | Sell |
-7,991
| Closed | -$205K | – | 218 |
|
|
2020
Q2 | $205K | Sell |
7,991
-1,217
| -13% | -$31.2K | 0.07% | 178 |
|
|
2020
Q1 | $264K | Sell |
9,208
-3,553
| -28% | -$102K | 0.11% | 117 |
|
|
2019
Q4 | $687K | Sell |
12,761
-128
| -1% | -$6.89K | 0.28% | 56 |
|
|
2019
Q3 | $650K | Sell |
12,889
-284
| -2% | -$14.3K | 0.29% | 51 |
|
|
2019
Q2 | $623K | Buy |
13,173
+576
| +5% | +$27.2K | 0.3% | 51 |
|
|
2019
Q1 | $609K | Buy |
12,597
+590
| +5% | +$28.5K | 0.34% | 41 |
|
|
2018
Q4 | $553K | Buy |
+12,007
| New | +$553K | 0.37% | 40 |
|