Cutter & Co Brokerage’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 | – | Sell |
|
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $342K | Sell |
|
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|
2024
Q3 | $281K | Buy |
|
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|
2024
Q2 | $289K | Buy |
|
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|
2024
Q1 | $281K | Sell |
|
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|
2023
Q4 | $242K | Sell |
|
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|
2023
Q3 | $232K | Sell |
|
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $235K | Sell |
|
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|
2022
Q4 | $593K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $873K | Buy |
|