CVA Family Office’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
Q3 | $540K | Buy |
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|
2025
Q2 | $512K | Sell |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $419K | Buy |
|
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|
2024
Q3 | $291K | Buy |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $295K | Buy |
|
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $47K | Sell |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q4 | $60K | Buy |
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|
2020
Q3 | $47K | Buy |
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|
2020
Q2 | $26K | Sell |
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|
2020
Q1 | $83K | Buy |
|