Cornerstone Advisory’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 | $596K | Buy |
7,443
+140
| +2% | +$11.2K | 0.06% | 137 |
|
|
2025
Q1 | $537K | Sell |
7,303
-265
| -4% | -$19.5K | 0.06% | 136 |
|
|
2024
Q4 | $605K | Buy |
7,568
+241
| +3% | +$19.3K | 0.07% | 128 |
|
|
2024
Q3 | $414K | Buy |
7,327
+82
| +1% | +$4.63K | 0.05% | 144 |
|
|
2024
Q2 | $430K | Buy |
7,245
+31
| +0.4% | +$1.84K | 0.06% | 136 |
|
|
2024
Q1 | $418K | Sell |
7,214
-861
| -11% | -$49.9K | 0.06% | 154 |
|
|
2023
Q4 | $397K | Buy |
8,075
+698
| +9% | +$34.4K | 0.06% | 156 |
|
|
2023
Q3 | $301K | Sell |
7,377
-1,546
| -17% | -$63.2K | 0.05% | 173 |
|
|
2023
Q2 | $381K | Sell |
8,923
-759
| -8% | -$32.4K | 0.07% | 148 |
|
|
2023
Q1 | $362K | Buy |
9,682
+1,702
| +21% | +$63.6K | 0.07% | 154 |
|
|
2022
Q4 | $330K | Sell |
7,980
-466
| -6% | -$19.2K | 0.06% | 155 |
|
|
2022
Q3 | $340K | Buy |
8,446
+23
| +0.3% | +$926 | 0.08% | 141 |
|
|
2022
Q2 | $330K | Buy |
8,423
+97
| +1% | +$3.8K | 0.08% | 140 |
|
|
2022
Q1 | $404K | Sell |
8,326
-71
| -0.8% | -$3.45K | 0.06% | 171 |
|
|
2021
Q4 | $403K | Buy |
8,397
+187
| +2% | +$8.98K | 0.06% | 191 |
|
|
2021
Q3 | $381K | Buy |
8,210
+5
| +0.1% | +$232 | 0.06% | 179 |
|
|
2021
Q2 | $372K | Buy |
8,205
+2
| +0% | +$91 | 0.06% | 171 |
|
|
2021
Q1 | $321K | Sell |
8,203
-997
| -11% | -$39K | 0.06% | 173 |
|
|
2020
Q4 | $278K | Sell |
9,200
-847
| -8% | -$25.6K | 0.06% | 176 |
|
|
2020
Q3 | $236K | Sell |
10,047
-3,057
| -23% | -$71.8K | 0.06% | 167 |
|
|
2020
Q2 | $335K | Buy |
13,104
+2,033
| +18% | +$52K | 0.09% | 135 |
|
|
2020
Q1 | $318K | Buy |
11,071
+2,327
| +27% | +$66.8K | 0.1% | 119 |
|
|
2019
Q4 | $470K | Sell |
8,744
-717
| -8% | -$38.5K | 0.1% | 118 |
|
|
2019
Q3 | $477K | Buy |
9,461
+1,315
| +16% | +$66.3K | 0.1% | 111 |
|
|
2019
Q2 | $385K | Sell |
8,146
-211
| -3% | -$9.97K | 0.08% | 120 |
|
|
2019
Q1 | $404K | Sell |
8,357
-1,853
| -18% | -$89.6K | 0.09% | 114 |
|
|
2018
Q4 | $470K | Buy |
10,210
+213
| +2% | +$9.81K | 0.12% | 101 |
|
|
2018
Q3 | $525K | Sell |
9,997
-1,447
| -13% | -$76K | 0.16% | 91 |
|
|
2018
Q2 | $634K | Sell |
11,444
-550
| -5% | -$30.5K | 0.21% | 76 |
|
|
2018
Q1 | $629K | Sell |
11,994
-2,691
| -18% | -$141K | 0.23% | 74 |
|
|
2017
Q4 | $891K | Buy |
14,685
+83
| +0.6% | +$5.04K | 0.31% | 67 |
|
|
2017
Q3 | $805K | Sell |
14,602
-1,037
| -7% | -$57.2K | 0.27% | 64 |
|
|
2017
Q2 | $867K | Buy |
15,639
+1,386
| +10% | +$76.8K | 0.29% | 62 |
|
|
2017
Q1 | $793K | Sell |
14,253
-197
| -1% | -$11K | 0.4% | 38 |
|
|
2016
Q4 | $796K | Sell |
14,450
-58
| -0.4% | -$3.2K | 0.6% | 31 |
|
|
2016
Q3 | $642K | Buy |
14,508
+50
| +0.3% | +$2.21K | 0.53% | 31 |
|
|
2016
Q2 | $684K | Buy |
14,458
+157
| +1% | +$7.43K | 0.58% | 27 |
|
|
2016
Q1 | $692K | Sell |
14,301
-66
| -0.5% | -$3.19K | 0.59% | 26 |
|
|
2015
Q4 | $781K | Buy |
+14,367
| New | +$781K | 0.67% | 23 |
|