Cornerstone Wealth Management’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 | $1.17M | Sell |
14,642
-843
| -5% | -$67.5K | 0.07% | 235 |
|
|
2025
Q1 | $1.11M | Sell |
15,485
-502
| -3% | -$36K | 0.08% | 221 |
|
|
2024
Q4 | $1.12M | Buy |
15,987
+255
| +2% | +$17.9K | 0.08% | 214 |
|
|
2024
Q3 | $889K | Sell |
15,732
-768
| -5% | -$43.4K | 0.06% | 236 |
|
|
2024
Q2 | $980K | Sell |
16,500
-1,328
| -7% | -$78.9K | 0.08% | 207 |
|
|
2024
Q1 | $1.03M | Sell |
17,828
-105
| -0.6% | -$6.09K | 0.08% | 197 |
|
|
2023
Q4 | $883K | Sell |
17,933
-1,557
| -8% | -$76.6K | 0.08% | 217 |
|
|
2023
Q3 | $796K | Buy |
19,490
+571
| +3% | +$23.3K | 0.08% | 224 |
|
|
2023
Q2 | $807K | Buy |
18,919
+3,460
| +22% | +$148K | 0.07% | 216 |
|
|
2023
Q1 | $578K | Buy |
+15,459
| New | +$578K | 0.06% | 263 |
|
|
2022
Q3 | $487K | Buy |
12,115
+392
| +3% | +$15.8K | 0.05% | 257 |
|
|
2022
Q2 | $459K | Sell |
11,723
-123
| -1% | -$4.82K | 0.05% | 277 |
|
|
2022
Q1 | $574K | Sell |
11,846
-805
| -6% | -$39K | 0.06% | 256 |
|
|
2021
Q4 | $604K | Buy |
12,651
+1,394
| +12% | +$66.6K | 0.06% | 256 |
|
|
2021
Q3 | $522K | Buy |
11,257
+307
| +3% | +$14.2K | 0.06% | 266 |
|
|
2021
Q2 | $496K | Sell |
10,950
-1,650
| -13% | -$74.7K | 0.05% | 285 |
|
|
2021
Q1 | $492K | Sell |
12,600
-568
| -4% | -$22.2K | 0.06% | 273 |
|
|
2020
Q4 | $397K | Sell |
13,168
-1,359
| -9% | -$41K | 0.05% | 280 |
|
|
2020
Q3 | $342K | Sell |
14,527
-2,413
| -14% | -$56.8K | 0.05% | 273 |
|
|
2020
Q2 | $434K | Buy |
16,940
+4,924
| +41% | +$126K | 0.07% | 235 |
|
|
2020
Q1 | $345K | Buy |
12,016
+1,026
| +9% | +$29.5K | 0.07% | 246 |
|
|
2019
Q4 | $591K | Sell |
10,990
-585
| -5% | -$31.5K | 0.1% | 190 |
|
|
2019
Q3 | $584K | Sell |
11,575
-260
| -2% | -$13.1K | 0.1% | 187 |
|
|
2019
Q2 | $562K | Sell |
11,835
-5,750
| -33% | -$273K | 0.1% | 195 |
|
|
2019
Q1 | $1.34M | Buy |
17,585
+5,632
| +47% | +$429K | 0.16% | 152 |
|
|
2018
Q4 | $555K | Sell |
11,953
-596,401
| -98% | -$27.7M | 0.12% | 180 |
|
|
2018
Q3 | $11M | Sell |
608,354
-21,046
| -3% | -$382K | 0.14% | 166 |
|
|
2018
Q2 | $11.2M | Buy |
629,400
+618,650
| +5,755% | +$11M | 0.13% | 175 |
|
|
2018
Q1 | $554K | Sell |
10,750
-879
| -8% | -$45.3K | 0.11% | 191 |
|
|
2017
Q4 | $725K | Buy |
11,629
+596
| +5% | +$37.2K | 0.14% | 154 |
|
|
2017
Q3 | $611K | Sell |
11,033
-1,090
| -9% | -$60.4K | 0.13% | 161 |
|
|
2017
Q2 | $674K | Buy |
12,123
+2,773
| +30% | +$154K | 0.15% | 143 |
|
|
2017
Q1 | $513K | Buy |
9,350
+2,270
| +32% | +$125K | 0.13% | 163 |
|
|
2016
Q4 | $397K | Buy |
7,080
+1,895
| +37% | +$106K | 0.13% | 159 |
|
|
2016
Q3 | $227K | Buy |
+5,185
| New | +$227K | 0.08% | 236 |
|