CSM Advisors’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 | $10.9M | Buy |
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|
2025
Q1 | $9.74M | Sell |
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|
2024
Q4 | $9.88M | Sell |
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|
2024
Q3 | $8.11M | Sell |
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|
2024
Q2 | $8.97M | Sell |
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|
2024
Q1 | $9.2M | Buy |
|
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|
2023
Q4 | $7.76M | Sell |
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|
2023
Q3 | $6.46M | Sell |
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|
2023
Q2 | $6.75M | Sell |
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|
2023
Q1 | $5.92M | Buy |
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|
2022
Q4 | $5.84M | Buy |
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|
2022
Q3 | $5.6M | Sell |
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|
2022
Q2 | $6.06M | Buy |
|
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|
2022
Q1 | $7.45M | Sell |
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|
2021
Q4 | $9.16M | Sell |
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|
2021
Q3 | $9.02M | Buy |
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|
2021
Q2 | $8.71M | Sell |
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|
2021
Q1 | $7.52M | Buy |
|