Creekmur Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.6K | Hold |
1,006
| – | – | 0.01% | 286 |
|
|
2025
Q1 | $72.2K | Sell |
1,006
-24
| -2% | -$1.72K | 0.02% | 274 |
|
|
2024
Q4 | $72.3K | Hold |
1,030
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $58.2K | Hold |
1,030
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $61.2K | Buy |
1,030
+24
| +2% | +$1.43K | 0.02% | 232 |
|
|
2024
Q1 | $58.3K | Hold |
1,006
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $49.5K | Buy |
+1,006
| New | +$49.5K | 0.02% | 301 |
|