Cottonwood Capital 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 | $307K | Buy |
3,827
+3
| +0.1% | +$240 | 0.21% | 91 |
|
|
2025
Q1 | $275K | Buy |
3,824
+2
| +0.1% | +$144 | 0.2% | 90 |
|
|
2024
Q4 | $268K | Buy |
3,822
+2
| +0.1% | +$140 | 0.19% | 100 |
|
|
2024
Q3 | $216K | Buy |
3,820
+3
| +0.1% | +$169 | 0.16% | 109 |
|
|
2024
Q2 | $229K | Buy |
3,817
+3
| +0.1% | +$180 | 0.18% | 103 |
|
|
2024
Q1 | $217K | Buy |
+3,814
| New | +$217K | 0.17% | 110 |
|
|
2023
Q4 | – | Sell |
-5,579
| Closed | -$228K | – | 131 |
|
|
2023
Q3 | $228K | Buy |
+5,579
| New | +$228K | 0.21% | 93 |
|