Cutter & Co Brokerage’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 | – | Sell |
-4,803
| Closed | -$345K | – | 176 |
|
|
2025
Q1 | $345K | Sell |
4,803
-64
| -1% | -$4.6K | 0.08% | 124 |
|
|
2024
Q4 | $342K | Sell |
4,867
-107
| -2% | -$7.52K | 0.08% | 125 |
|
|
2024
Q3 | $281K | Buy |
4,974
+114
| +2% | +$6.44K | 0.06% | 150 |
|
|
2024
Q2 | $289K | Buy |
4,860
+8
| +0.2% | +$475 | 0.07% | 148 |
|
|
2024
Q1 | $281K | Sell |
4,852
-59
| -1% | -$3.42K | 0.07% | 150 |
|
|
2023
Q4 | $242K | Sell |
4,911
-756
| -13% | -$37.2K | 0.07% | 156 |
|
|
2023
Q3 | $232K | Sell |
5,667
-1,999
| -26% | -$81.7K | 0.07% | 163 |
|
|
2023
Q2 | $327K | Buy |
7,666
+1,374
| +22% | +$58.6K | 0.1% | 131 |
|
|
2023
Q1 | $235K | Sell |
6,292
-8,063
| -56% | -$301K | 0.07% | 172 |
|
|
2022
Q4 | $593K | Buy |
+14,355
| New | +$593K | 0.2% | 83 |
|
|
2021
Q1 | – | Sell |
-28,928
| Closed | -$873K | – | 311 |
|
|
2020
Q4 | $873K | Buy |
+28,928
| New | +$873K | 0.23% | 95 |
|