CCMI
Creative Capital Management Investments’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
2,000
| – | – | 0.06% | 63 |
|
|
2025
Q1 | $144K | Hold |
2,000
| – | – | 0.06% | 66 |
|
|
2024
Q4 | $140K | Hold |
2,000
| – | – | 0.06% | 67 |
|
|
2024
Q3 | $113K | Buy |
+2,000
| New | +$113K | 0.05% | 67 |
|
|
2023
Q1 | – | Sell |
-33
| Closed | -$1K | – | 293 |
|
|
2022
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 208 |
|