CAS
Coppell Advisory Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
30,068
-5,603
| -16% | -$445K | 0.28% | 67 |
|
|
2025
Q1 | $2.54M | Sell |
35,671
-10,467
| -23% | -$744K | 0.35% | 60 |
|
|
2024
Q4 | $3.25M | Sell |
46,138
-1,826
| -4% | -$129K | 0.45% | 39 |
|
|
2024
Q3 | $2.68M | Buy |
47,964
+3,321
| +7% | +$186K | 0.39% | 55 |
|
|
2024
Q2 | $2.65M | Buy |
+44,643
| New | +$2.65M | 0.44% | 46 |
|
|
2023
Q4 | $2.32M | Buy |
47,235
+17,558
| +59% | +$864K | 0.46% | 45 |
|
|
2023
Q3 | $1.23M | Sell |
29,677
-11,168
| -27% | -$461K | 0.42% | 58 |
|
|
2023
Q2 | $1.73M | Buy |
40,845
+4,063
| +11% | +$172K | 0.49% | 44 |
|
|
2023
Q1 | $1.38M | Buy |
36,782
+7,105
| +24% | +$266K | 0.45% | 55 |
|
|
2022
Q4 | $1.23M | Buy |
+29,677
| New | +$1.23M | 0.42% | 62 |
|
|
2020
Q4 | $804K | Buy |
+26,633
| New | +$804K | 0.41% | 66 |
|