Cutler Investment Counsel’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 | $655K | Hold |
8,169
| – | – | 0.07% | 92 |
|
|
2025
Q1 | $586K | Buy |
8,169
+33
| +0.4% | +$2.37K | 0.07% | 91 |
|
|
2024
Q4 | $571K | Hold |
8,136
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $460K | Hold |
8,136
| – | – | 0.06% | 97 |
|
|
2024
Q2 | $483K | Hold |
8,136
| – | – | 0.07% | 93 |
|
|
2024
Q1 | $472K | Sell |
8,136
-825
| -9% | -$47.8K | 0.06% | 96 |
|
|
2023
Q4 | $441K | Buy |
8,961
+825
| +10% | +$40.6K | 0.06% | 103 |
|
|
2023
Q3 | $332K | Buy |
8,136
+89
| +1% | +$3.64K | 0.05% | 104 |
|
|
2023
Q2 | $343K | Hold |
8,047
| – | – | 0.05% | 109 |
|
|
2023
Q1 | $301K | Hold |
8,047
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $332K | Hold |
8,047
| – | – | 0.05% | 108 |
|
|
2022
Q3 | $324K | Hold |
8,047
| – | – | 0.05% | 102 |
|
|
2022
Q2 | $315K | Hold |
8,047
| – | – | 0.05% | 108 |
|
|
2022
Q1 | $390K | Buy |
+8,047
| New | +$390K | 0.05% | 106 |
|