Cornerstone Wealth Group’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
Q3
$729K Sell
2025
Q2
$711K Buy
2025
Q1
$540K Buy
2024
Q4
$406K Buy
2024
Q3
$308K Sell
2024
Q2
$349K Buy
2024
Q1
$292K Buy
2022
Q4
Sell
2022
Q3
$215K Sell
2022
Q2
$213K Sell
2022
Q1
$3.37M Buy