Cranbrook Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $119K | Hold |
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|
2025
Q2 | $114K | Sell |
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|
2025
Q1 | $111K | Buy |
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|
2024
Q4 | $100K | Hold |
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|
2024
Q3 | $80.5K | Hold |
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|
2024
Q2 | $84.6K | Hold |
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|
2024
Q1 | $82.6K | Hold |
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|
2023
Q4 | $70.1K | Buy |
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|
2023
Q3 | $52.1K | Hold |
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|
2023
Q2 | $54.4K | Hold |
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|
2023
Q1 | $47.7K | Hold |
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|
2022
Q4 | $52.6K | Hold |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $58K | Sell |
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|
2021
Q1 | $68K | Sell |
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|
2020
Q4 | $71K | Buy |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $72K | Hold |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $65K | Hold |
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|
2018
Q4 | $62K | Hold |
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|
2018
Q3 | $71K | Hold |
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|
2018
Q2 | $75K | Hold |
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|
2018
Q1 | $70K | Hold |
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|
2017
Q4 | $82K | Hold |
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|
2017
Q3 | $74K | Hold |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $75K | Hold |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $60K | Hold |
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|
2016
Q2 | $64K | Hold |
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|
2016
Q1 | $65K | Hold |
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|
2015
Q4 | $73K | Hold |
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|
2015
Q3 | $69K | Hold |
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|
2015
Q2 | $76K | Hold |
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|
2015
Q1 | $73K | Hold |
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|
2014
Q4 | $74K | Hold |
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|
2014
Q3 | $70K | Hold |
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|
2014
Q2 | $71K | Hold |
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|
2014
Q1 | $67K | Sell |
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|
2013
Q4 | $65K | Buy |
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