COWA LLC’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 | $611K | Buy |
7,623
+823
| +12% | +$65.9K | 0.23% | 74 |
|
|
2025
Q1 | $488K | Hold |
6,800
| – | – | 0.21% | 85 |
|
|
2024
Q4 | $478K | Hold |
6,800
| – | – | 0.22% | 82 |
|
|
2024
Q3 | $384K | Sell |
6,800
-500
| -7% | -$28.2K | 0.18% | 91 |
|
|
2024
Q2 | $434K | Sell |
7,300
-100
| -1% | -$5.94K | 0.23% | 80 |
|
|
2024
Q1 | $429K | Hold |
7,400
| – | – | 0.25% | 81 |
|
|
2023
Q4 | $364K | Hold |
7,400
| – | – | 0.23% | 78 |
|
|
2023
Q3 | $302K | Hold |
7,400
| – | – | 0.2% | 82 |
|
|
2023
Q2 | $316K | Hold |
7,400
| – | – | 0.21% | 84 |
|
|
2023
Q1 | $277K | Hold |
7,400
| – | – | 0.23% | 88 |
|
|
2022
Q4 | $306K | Buy |
7,400
+600
| +9% | +$24.8K | 0.19% | 95 |
|
|
2022
Q3 | $273K | Sell |
6,800
-2,500
| -27% | -$100K | 0.18% | 92 |
|
|
2022
Q2 | $364K | Hold |
9,300
| – | – | 0.21% | 90 |
|
|
2022
Q1 | $451K | Hold |
9,300
| – | – | 0.22% | 81 |
|
|
2021
Q4 | $446K | Sell |
9,300
-264
| -3% | -$12.7K | 0.22% | 74 |
|
|
2021
Q3 | $444K | Sell |
9,564
-300
| -3% | -$13.9K | 0.25% | 73 |
|
|
2021
Q2 | $448K | Sell |
9,864
-2,700
| -21% | -$123K | 0.28% | 64 |
|
|
2021
Q1 | $508K | Buy |
12,564
+564
| +5% | +$22.8K | 0.3% | 61 |
|
|
2020
Q4 | $408K | Buy |
+12,000
| New | +$408K | 0.31% | 64 |
|