Creative Financial Designs’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 | $201K | Sell |
2,503
-17
| -0.7% | -$1.36K | 0.01% | 476 |
|
|
2025
Q1 | $181K | Sell |
2,520
-311
| -11% | -$22.3K | 0.01% | 467 |
|
|
2024
Q4 | $199K | Sell |
2,831
-78
| -3% | -$5.48K | 0.02% | 441 |
|
|
2024
Q3 | $164K | Sell |
2,909
-64
| -2% | -$3.62K | 0.01% | 494 |
|
|
2024
Q2 | $177K | Sell |
2,973
-148
| -5% | -$8.79K | 0.02% | 458 |
|
|
2024
Q1 | $181K | Sell |
3,121
-49
| -2% | -$2.84K | 0.02% | 439 |
|
|
2023
Q4 | $156K | Sell |
3,170
-148
| -4% | -$7.28K | 0.02% | 447 |
|
|
2023
Q3 | $136K | Sell |
3,318
-52
| -2% | -$2.13K | 0.02% | 439 |
|
|
2023
Q2 | $144K | Buy |
3,370
+13
| +0.4% | +$555 | 0.02% | 408 |
|
|
2023
Q1 | $125K | Sell |
3,357
-166
| -5% | -$6.21K | 0.02% | 424 |
|
|
2022
Q4 | $145K | Sell |
3,523
-104
| -3% | -$4.29K | 0.02% | 377 |
|
|
2022
Q3 | $146K | Buy |
3,627
+88
| +2% | +$3.54K | 0.02% | 356 |
|
|
2022
Q2 | $139K | Sell |
3,539
-51
| -1% | -$2K | 0.02% | 367 |
|
|
2022
Q1 | $174K | Buy |
3,590
+69
| +2% | +$3.34K | 0.03% | 336 |
|
|
2021
Q4 | $169K | Sell |
3,521
-408
| -10% | -$19.6K | 0.03% | 338 |
|
|
2021
Q3 | $182K | Sell |
3,929
-24
| -0.6% | -$1.11K | 0.03% | 316 |
|
|
2021
Q2 | $179K | Sell |
3,953
-82
| -2% | -$3.71K | 0.03% | 318 |
|
|
2021
Q1 | $158K | Sell |
4,035
-784
| -16% | -$30.7K | 0.03% | 318 |
|
|
2020
Q4 | $145K | Buy |
4,819
+276
| +6% | +$8.31K | 0.03% | 309 |
|
|
2020
Q3 | $107K | Buy |
4,543
+1,488
| +49% | +$35K | 0.03% | 328 |
|
|
2020
Q2 | $78K | Buy |
+3,055
| New | +$78K | 0.02% | 336 |
|
|
2019
Q4 | – | Sell |
-43
| Closed | -$2K | – | 657 |
|
|
2019
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 573 |
|
|
2018
Q4 | – | Sell |
-138
| Closed | -$7K | – | 769 |
|
|
2018
Q3 | $7K | Buy |
138
+1
| +0.7% | +$51 | ﹤0.01% | 484 |
|
|
2018
Q2 | $8K | Hold |
137
| – | – | ﹤0.01% | 497 |
|
|
2018
Q1 | $7K | Hold |
137
| – | – | ﹤0.01% | 463 |
|
|
2017
Q4 | $8K | Sell |
137
-443
| -76% | -$25.9K | 0.01% | 443 |
|
|
2017
Q3 | $32K | Sell |
580
-186
| -24% | -$10.3K | 0.02% | 281 |
|
|
2017
Q2 | $42K | Buy |
766
+234
| +44% | +$12.8K | 0.03% | 250 |
|
|
2017
Q1 | $30K | Sell |
532
-187
| -26% | -$10.5K | 0.02% | 276 |
|
|
2016
Q4 | $40K | Buy |
+719
| New | +$40K | 0.03% | 246 |
|