Creative Financial Designs’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
Q2 | $201K | Sell |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $199K | Sell |
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|
2024
Q3 | $164K | Sell |
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|
2024
Q2 | $177K | Sell |
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|
2024
Q1 | $181K | Sell |
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|
2023
Q4 | $156K | Sell |
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|
2023
Q3 | $136K | Sell |
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|
2023
Q2 | $144K | Buy |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $145K | Sell |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $139K | Sell |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $169K | Sell |
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|
2021
Q3 | $182K | Sell |
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|
2021
Q2 | $179K | Sell |
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|
2021
Q1 | $158K | Sell |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q3 | $107K | Buy |
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|
2020
Q2 | $78K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Buy |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $8K | Sell |
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|
2017
Q3 | $32K | Sell |
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|
2017
Q2 | $42K | Buy |
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|
2017
Q1 | $30K | Sell |
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|
2016
Q4 | $40K | Buy |
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