Cornerstone Wealth Advisors’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 | $555K | Buy |
6,921
+2,287
| +49% | +$183K | 0.14% | 30 |
|
|
2025
Q1 | $333K | Sell |
4,634
-125
| -3% | -$8.97K | 0.09% | 37 |
|
|
2024
Q4 | $334K | Hold |
4,759
| – | – | 0.09% | 39 |
|
|
2024
Q3 | $269K | Hold |
4,759
| – | – | 0.07% | 44 |
|
|
2024
Q2 | $283K | Sell |
4,759
-190
| -4% | -$11.3K | 0.08% | 42 |
|
|
2024
Q1 | $287K | Hold |
4,949
| – | – | 0.09% | 39 |
|
|
2023
Q4 | $244K | Hold |
4,949
| – | – | 0.08% | 40 |
|
|
2023
Q3 | $202K | Hold |
4,949
| – | – | 0.07% | 43 |
|
|
2023
Q2 | $211K | Buy |
+4,949
| New | +$211K | 0.07% | 43 |
|
|
2023
Q1 | – | Sell |
-4,859
| Closed | -$201K | – | 44 |
|
|
2022
Q4 | $201K | Sell |
4,859
-234
| -5% | -$9.66K | 0.08% | 42 |
|
|
2022
Q3 | $205K | Buy |
+5,093
| New | +$205K | 0.08% | 41 |
|