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Cranbrook Wealth Management’s Wells Fargo WFC Stock Holding History

Cranbrook Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$114K Sell
1,425
-124
-8% -$9.94K 0.02% 153
2025
Q1 		$111K Buy
1,549
+124
+9% +$8.9K 0.03% 140
2024
Q4 		$100K Hold
1,425
– – 0.02% 152
2024
Q3 		$80.5K Hold
1,425
– – 0.02% 162
2024
Q2 		$84.6K Hold
1,425
– – 0.02% 155
2024
Q1 		$82.6K Hold
1,425
– – 0.02% 135
2023
Q4 		$70.1K Buy
1,425
+150
+12% +$7.38K 0.02% 142
2023
Q3 		$52.1K Hold
1,275
– – 0.02% 150
2023
Q2 		$54.4K Hold
1,275
– – 0.02% 152
2023
Q1 		$47.7K Hold
1,275
– – 0.01% 159
2022
Q4 		$52.6K Hold
1,275
– – 0.01% 153
2022
Q3 		$51K Hold
1,275
– – 0.01% 166
2022
Q2 		$50K Hold
1,275
– – 0.01% 169
2022
Q1 		$62K Hold
1,275
– – 0.01% 166
2021
Q4 		$61K Hold
1,275
– – 0.01% 162
2021
Q3 		$59K Hold
1,275
– – 0.01% 170
2021
Q2 		$58K Sell
1,275
-470
-27% -$21.4K 0.01% 167
2021
Q1 		$68K Sell
1,745
-620
-26% -$24.2K 0.02% 156
2020
Q4 		$71K Buy
2,365
+1,090
+85% +$32.7K 0.02% 140
2020
Q3 		$30K Hold
1,275
– – 0.01% 166
2020
Q2 		$33K Sell
1,275
-69
-5% -$1.79K 0.01% 155
2020
Q1 		$39K Hold
1,344
– – 0.01% 142
2019
Q4 		$72K Hold
1,344
– – 0.02% 124
2019
Q3 		$68K Hold
1,344
– – 0.02% 122
2019
Q2 		$64K Hold
1,344
– – 0.02% 117
2019
Q1 		$65K Hold
1,344
– – 0.02% 119
2018
Q4 		$62K Hold
1,344
– – 0.02% 115
2018
Q3 		$71K Hold
1,344
– – 0.03% 105
2018
Q2 		$75K Hold
1,344
– – 0.03% 104
2018
Q1 		$70K Hold
1,344
– – 0.03% 103
2017
Q4 		$82K Hold
1,344
– – 0.03% 99
2017
Q3 		$74K Hold
1,344
– – 0.03% 96
2017
Q2 		$74K Hold
1,344
– – 0.03% 99
2017
Q1 		$75K Hold
1,344
– – 0.04% 91
2016
Q4 		$74K Hold
1,344
– – 0.04% 93
2016
Q3 		$60K Hold
1,344
– – 0.03% 92
2016
Q2 		$64K Hold
1,344
– – 0.03% 87
2016
Q1 		$65K Hold
1,344
– – 0.03% 92
2015
Q4 		$73K Hold
1,344
– – 0.04% 85
2015
Q3 		$69K Hold
1,344
– – 0.04% 92
2015
Q2 		$76K Hold
1,344
– – 0.04% 91
2015
Q1 		$73K Hold
1,344
– – 0.04% 92
2014
Q4 		$74K Hold
1,344
– – 0.05% 95
2014
Q3 		$70K Hold
1,344
– – 0.05% 76
2014
Q2 		$71K Hold
1,344
– – 0.05% 76
2014
Q1 		$67K Sell
1,344
-84
-6% -$4.19K 0.05% 78
2013
Q4 		$65K Buy
+1,428
New +$65K 0.04% 99