CVA Family Office’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 | $512K | Sell |
6,386
-185
| -3% | -$14.8K | 0.07% | 164 |
|
|
2025
Q1 | $472K | Buy |
6,571
+602
| +10% | +$43.2K | 0.07% | 169 |
|
|
2024
Q4 | $419K | Buy |
5,969
+826
| +16% | +$58K | 0.07% | 179 |
|
|
2024
Q3 | $291K | Buy |
5,143
+30
| +0.6% | +$1.7K | 0.05% | 204 |
|
|
2024
Q2 | $304K | Buy |
5,113
+29
| +0.6% | +$1.72K | 0.05% | 192 |
|
|
2024
Q1 | $295K | Buy |
5,084
+39
| +0.8% | +$2.26K | 0.05% | 196 |
|
|
2023
Q4 | $248K | Sell |
5,045
-1,421
| -22% | -$69.9K | 0.05% | 203 |
|
|
2023
Q3 | $264K | Buy |
6,466
+390
| +6% | +$15.9K | 0.06% | 184 |
|
|
2023
Q2 | $259K | Sell |
6,076
-2,389
| -28% | -$102K | 0.05% | 187 |
|
|
2023
Q1 | $316K | Buy |
8,465
+838
| +11% | +$31.3K | 0.07% | 157 |
|
|
2022
Q4 | $315K | Sell |
7,627
-680
| -8% | -$28.1K | 0.08% | 148 |
|
|
2022
Q3 | $334K | Buy |
8,307
+1,010
| +14% | +$40.6K | 0.09% | 131 |
|
|
2022
Q2 | $286K | Buy |
7,297
+675
| +10% | +$26.5K | 0.08% | 131 |
|
|
2022
Q1 | $321K | Hold |
6,622
| – | – | 0.08% | 134 |
|
|
2021
Q4 | $318K | Buy |
6,622
+4,622
| +231% | +$222K | 0.08% | 128 |
|
|
2021
Q3 | $47K | Sell |
2,000
-4,392
| -69% | -$103K | 0.03% | 192 |
|
|
2021
Q2 | $289K | Buy |
6,392
+1,275
| +25% | +$57.6K | 0.08% | 126 |
|
|
2021
Q1 | $200K | Buy |
5,117
+3,116
| +156% | +$122K | 0.08% | 119 |
|
|
2020
Q4 | $60K | Buy |
2,001
+1
| +0.1% | +$30 | 0.04% | 174 |
|
|
2020
Q3 | $47K | Buy |
2,000
+1,000
| +100% | +$23.5K | 0.03% | 192 |
|
|
2020
Q2 | $26K | Sell |
1,000
-1,903
| -66% | -$49.5K | 0.02% | 200 |
|
|
2020
Q1 | $83K | Buy |
+2,903
| New | +$83K | 0.08% | 111 |
|