Cornerstone Wealth 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 | $711K | Buy |
8,878
+1,357
| +18% | +$109K | 0.05% | 159 |
|
|
2025
Q1 | $540K | Buy |
7,521
+1,736
| +30% | +$125K | 0.04% | 170 |
|
|
2024
Q4 | $406K | Buy |
5,785
+334
| +6% | +$23.5K | 0.03% | 180 |
|
|
2024
Q3 | $308K | Sell |
5,451
-430
| -7% | -$24.3K | 0.03% | 201 |
|
|
2024
Q2 | $349K | Buy |
5,881
+842
| +17% | +$50K | 0.03% | 186 |
|
|
2024
Q1 | $292K | Buy |
+5,039
| New | +$292K | 0.03% | 194 |
|
|
2022
Q4 | – | Sell |
-5,348
| Closed | -$215K | – | 153 |
|
|
2022
Q3 | $215K | Sell |
5,348
-91
| -2% | -$3.66K | 0.05% | 120 |
|
|
2022
Q2 | $213K | Sell |
5,439
-64,095
| -92% | -$2.51M | 0.04% | 122 |
|
|
2022
Q1 | $3.37M | Buy |
+69,534
| New | +$3.37M | 0.62% | 64 |
|