CMP
Coston McIsaac & Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
261
| – | – | 0.01% | 428 |
|
|
2025
Q1 | $18K | Buy |
261
+1
| +0.4% | +$69 | 0.01% | 411 |
|
|
2024
Q4 | $18K | Hold |
260
| – | – | 0.01% | 408 |
|
|
2024
Q3 | $14 | Buy |
260
+1
| +0.4% | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $15K | Hold |
259
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $15K | Buy |
259
+1
| +0.4% | +$58 | ﹤0.01% | 427 |
|
|
2023
Q4 | $12K | Hold |
258
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $10K | Buy |
258
+1
| +0.4% | +$39 | ﹤0.01% | 469 |
|
|
2023
Q2 | $10K | Buy |
257
+1
| +0.4% | +$39 | ﹤0.01% | 510 |
|
|
2023
Q1 | $9K | Hold |
256
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $10 | Buy |
256
+1
| +0.4% | – | ﹤0.01% | 501 |
|
|
2022
Q3 | $10K | Hold |
255
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $10K | Buy |
+255
| New | +$10K | 0.01% | 276 |
|