CA
CWC Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
25,886
+692
| +3% | +$55.4K | 1.07% | 27 |
|
|
2025
Q1 | $1.81M | Buy |
25,194
+8,398
| +50% | +$603K | 1.03% | 27 |
|
|
2024
Q4 | $1.18M | Buy |
16,796
+365
| +2% | +$25.6K | 1.18% | 23 |
|
|
2024
Q3 | $928K | Buy |
+16,431
| New | +$928K | 0.92% | 33 |
|