Cornerstone Advisory’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
Q2 | $596K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $605K | Buy |
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|
2024
Q3 | $414K | Buy |
|
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|
2024
Q2 | $430K | Buy |
|
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|
2024
Q1 | $418K | Sell |
|
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|
2023
Q4 | $397K | Buy |
|
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $362K | Buy |
|
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $403K | Buy |
|
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $372K | Buy |
|
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $236K | Sell |
|
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|
2020
Q2 | $335K | Buy |
|
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|
2020
Q1 | $318K | Buy |
|
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|
2019
Q4 | $470K | Sell |
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|
2019
Q3 | $477K | Buy |
|
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|
2019
Q2 | $385K | Sell |
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|
2019
Q1 | $404K | Sell |
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|
2018
Q4 | $470K | Buy |
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|
2018
Q3 | $525K | Sell |
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|
2018
Q2 | $634K | Sell |
|
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|
2018
Q1 | $629K | Sell |
|
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|
2017
Q4 | $891K | Buy |
|
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|
2017
Q3 | $805K | Sell |
|
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|
2017
Q2 | $867K | Buy |
|
|||||
|
2017
Q1 | $793K | Sell |
|
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|
2016
Q4 | $796K | Sell |
|
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|
2016
Q3 | $642K | Buy |
|
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|
2016
Q2 | $684K | Buy |
|
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|
2016
Q1 | $692K | Sell |
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|
2015
Q4 | $781K | Buy |
|