Cutler Investment Counsel’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 | $655K | Hold |
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|
2025
Q1 | $586K | Buy |
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|
2024
Q4 | $571K | Hold |
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|
2024
Q3 | $460K | Hold |
|
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|
2024
Q2 | $483K | Hold |
|
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|
2024
Q1 | $472K | Sell |
|
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|
2023
Q4 | $441K | Buy |
|
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|
2023
Q3 | $332K | Buy |
|
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $301K | Hold |
|
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|
2022
Q4 | $332K | Hold |
|
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $390K | Buy |
|