Cynosure Group’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 | $4.29M | Hold |
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|
2025
Q2 | $4.1M | Hold |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $7.19M | Sell |
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|
2024
Q3 | $6.05M | Buy |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.09M | Sell |
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|
2023
Q4 | $5.49M | Sell |
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|
2023
Q3 | $5.73M | Sell |
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|
2023
Q2 | $6.55M | Buy |
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|
2023
Q1 | $2.95M | Sell |
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|
2022
Q4 | $6.94M | Hold |
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|
2022
Q3 | $6.76M | Sell |
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|
2022
Q2 | $6.88M | Hold |
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|
2022
Q1 | $8.51M | Sell |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $11.6M | Hold |
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|
2021
Q2 | $11.3M | Sell |
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|
2021
Q1 | $9.85M | Hold |
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|
2020
Q4 | $7.61M | Hold |
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|
2020
Q3 | $5.93M | Hold |
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|
2020
Q2 | $6.46M | Hold |
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|
2020
Q1 | $7.24M | Sell |
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|
2019
Q4 | $32.2M | Sell |
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|
2019
Q3 | $36.8M | Sell |
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|
2019
Q2 | $44.1M | Buy |
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|
2019
Q1 | $39.6M | Sell |
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|
2018
Q4 | $49M | Buy |
|