CSM Advisors’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 | $10.9M | Buy |
136,477
+755
| +0.6% | +$60.5K | 0.32% | 91 |
|
|
2025
Q1 | $9.74M | Sell |
135,722
-5,000
| -4% | -$359K | 0.53% | 44 |
|
|
2024
Q4 | $9.88M | Sell |
140,722
-2,790
| -2% | -$196K | 0.46% | 52 |
|
|
2024
Q3 | $8.11M | Sell |
143,512
-7,615
| -5% | -$430K | 0.53% | 64 |
|
|
2024
Q2 | $8.97M | Sell |
151,127
-7,645
| -5% | -$454K | 0.63% | 50 |
|
|
2024
Q1 | $9.2M | Buy |
158,772
+1,050
| +0.7% | +$60.8K | 0.6% | 53 |
|
|
2023
Q4 | $7.76M | Sell |
157,722
-438
| -0.3% | -$21.6K | 0.56% | 55 |
|
|
2023
Q3 | $6.46M | Sell |
158,160
-20
| -0% | -$817 | 0.56% | 55 |
|
|
2023
Q2 | $6.75M | Sell |
158,180
-345
| -0.2% | -$14.7K | 0.51% | 58 |
|
|
2023
Q1 | $5.92M | Buy |
158,525
+17,000
| +12% | +$635K | 0.51% | 60 |
|
|
2022
Q4 | $5.84M | Buy |
141,525
+2,330
| +2% | +$96.2K | 0.56% | 54 |
|
|
2022
Q3 | $5.6M | Sell |
139,195
-15,575
| -10% | -$626K | 0.61% | 49 |
|
|
2022
Q2 | $6.06M | Buy |
154,770
+1,048
| +0.7% | +$41.1K | 0.55% | 55 |
|
|
2022
Q1 | $7.45M | Sell |
153,722
-37,080
| -19% | -$1.8M | 0.51% | 57 |
|
|
2021
Q4 | $9.16M | Sell |
190,802
-3,530
| -2% | -$169K | 0.61% | 52 |
|
|
2021
Q3 | $9.02M | Buy |
194,332
+2,100
| +1% | +$97.5K | 0.67% | 46 |
|
|
2021
Q2 | $8.71M | Sell |
192,232
-350
| -0.2% | -$15.9K | 0.58% | 47 |
|
|
2021
Q1 | $7.52M | Buy |
+192,582
| New | +$7.52M | 1.06% | 38 |
|