CX Institutional’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 | $1.71M | Sell |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $998K | Buy |
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|
2023
Q3 | $820K | Buy |
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|
2023
Q2 | $835K | Buy |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $396K | Sell |
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|
2020
Q4 | $2.83M | Sell |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $215K | Hold |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $275K | Buy |
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|
2019
Q1 | $278K | Sell |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $55K | Buy |
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