CRA Financial Services’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 | $353K | Buy |
4,402
+523
| +13% | +$41.9K | 0.05% | 196 |
|
|
2025
Q1 | $278K | Buy |
3,879
+962
| +33% | +$69.1K | 0.05% | 213 |
|
|
2024
Q4 | $205K | Buy |
+2,917
| New | +$205K | 0.04% | 259 |
|
|
2020
Q1 | – | Sell |
-4,356
| Closed | -$234K | – | 151 |
|
|
2019
Q4 | $234K | Sell |
4,356
-103
| -2% | -$5.53K | 0.13% | 126 |
|
|
2019
Q3 | $225K | Sell |
4,459
-2,600
| -37% | -$131K | 0.14% | 125 |
|
|
2019
Q2 | $334K | Buy |
7,059
+278
| +4% | +$13.2K | 0.2% | 98 |
|
|
2019
Q1 | $328K | Sell |
6,781
-696
| -9% | -$33.7K | 0.21% | 101 |
|
|
2018
Q4 | $345K | Buy |
+7,477
| New | +$345K | 0.25% | 95 |
|