Csenge Advisory Group’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 | $1.04M | Buy |
13,953
+159
| +1% | +$11.9K | 0.05% | 258 |
|
|
2025
Q1 | $893K | Sell |
13,794
-2,738
| -17% | -$177K | 0.05% | 272 |
|
|
2024
Q4 | $1.16M | Sell |
16,532
-3,101
| -16% | -$218K | 0.06% | 243 |
|
|
2024
Q3 | $1.2M | Buy |
19,633
+53
| +0.3% | +$3.23K | 0.06% | 227 |
|
|
2024
Q2 | $1.16M | Sell |
19,580
-148
| -0.8% | -$8.79K | 0.07% | 221 |
|
|
2024
Q1 | $1.14M | Sell |
19,728
-72
| -0.4% | -$4.17K | 0.06% | 236 |
|
|
2023
Q4 | $975K | Sell |
19,800
-923
| -4% | -$45.4K | 0.06% | 241 |
|
|
2023
Q3 | $847K | Buy |
20,723
+1,497
| +8% | +$61.2K | 0.06% | 240 |
|
|
2023
Q2 | $821K | Buy |
19,226
+704
| +4% | +$30K | 0.06% | 255 |
|
|
2023
Q1 | $692K | Sell |
18,522
-2,627
| -12% | -$98.2K | 0.05% | 271 |
|
|
2022
Q4 | $873K | Sell |
21,149
-771
| -4% | -$31.8K | 0.07% | 237 |
|
|
2022
Q3 | $882K | Buy |
21,920
+700
| +3% | +$28.2K | 0.07% | 221 |
|
|
2022
Q2 | $831K | Buy |
21,220
+509
| +2% | +$19.9K | 0.07% | 242 |
|
|
2022
Q1 | $1M | Buy |
20,711
+1,472
| +8% | +$71.4K | 0.08% | 216 |
|
|
2021
Q4 | $874K | Buy |
19,239
+5,721
| +42% | +$260K | 0.08% | 225 |
|
|
2021
Q3 | $636K | Sell |
13,518
-5,721
| -30% | -$269K | 0.05% | 313 |
|
|
2021
Q2 | $874K | Buy |
19,239
+1,042
| +6% | +$47.3K | 0.08% | 225 |
|
|
2021
Q1 | $737K | Buy |
18,197
+2,628
| +17% | +$106K | 0.08% | 202 |
|
|
2020
Q4 | $470K | Buy |
+15,569
| New | +$470K | 0.06% | 236 |
|
|
2020
Q3 | – | Sell |
-8,907
| Closed | -$228K | – | 442 |
|
|
2020
Q2 | $228K | Buy |
+8,907
| New | +$228K | 0.03% | 325 |
|
|
2018
Q4 | – | Sell |
-1,186
| Closed | -$61K | – | 1489 |
|
|
2018
Q3 | $61K | Sell |
1,186
-6,344
| -84% | -$326K | 0.02% | 278 |
|
|
2018
Q2 | $417K | Sell |
7,530
-447
| -6% | -$24.8K | 0.15% | 139 |
|
|
2018
Q1 | $418K | Buy |
7,977
+1,338
| +20% | +$70.1K | 0.15% | 143 |
|
|
2017
Q4 | $403K | Buy |
6,639
+1,729
| +35% | +$105K | 0.14% | 131 |
|
|
2017
Q3 | $271K | Buy |
+4,910
| New | +$271K | 0.11% | 190 |
|