CoreCap Advisors’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
Q4 | $573K | Buy |
|
|||||
|
2025
Q3 | $480K | Buy |
|
|||||
|
2025
Q2 | $396K | Sell |
|
|||||
|
2025
Q1 | $509K | Buy |
|
|||||
|
2024
Q4 | $398K | Buy |
|
|||||
|
2024
Q3 | $252K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $198K | Buy |
|
|||||
|
2022
Q4 | $154K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $117K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $66K | Buy |
|