Cornerstone Planning 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 | $84.8K | Sell |
1,087
-165
| -13% | -$12.9K | 0.02% | 161 |
|
|
2025
Q1 | $85.1K | Buy |
1,252
+475
| +61% | +$32.3K | 0.02% | 162 |
|
|
2024
Q4 | $60.6K | Buy |
777
+111
| +17% | +$8.66K | 0.01% | 164 |
|
|
2024
Q3 | $43.5K | Sell |
666
-20
| -3% | -$1.31K | 0.01% | 203 |
|
|
2024
Q2 | $35.7K | Buy |
686
+54
| +9% | +$2.81K | 0.01% | 240 |
|
|
2024
Q1 | $37.8K | Buy |
632
+3
| +0.5% | +$180 | 0.01% | 206 |
|
|
2023
Q4 | $31K | Sell |
629
-4
| -0.6% | -$197 | 0.01% | 254 |
|
|
2023
Q3 | $25.9K | Buy |
633
+74
| +13% | +$3.02K | 0.01% | 274 |
|
|
2023
Q2 | $23.8K | Buy |
+559
| New | +$23.8K | 0.01% | 395 |
|
|
2022
Q4 | $27.3K | Buy |
+636
| New | +$27.3K | 0.01% | 365 |
|