Wells Fargo’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.8K | Buy |
3,082
+2,975
| +2,780% | +$84.8K | ﹤0.01% | 4862 |
|
|
2025
Q1 | $3.04K | Hold |
107
| – | – | ﹤0.01% | 5633 |
|
|
2024
Q4 | $3.06K | Hold |
107
| – | – | ﹤0.01% | 5633 |
|
|
2024
Q3 | $2.99K | Hold |
107
| – | – | ﹤0.01% | 5600 |
|
|
2024
Q2 | $2.43K | Sell |
107
-36
| -25% | -$816 | ﹤0.01% | 5602 |
|
|
2024
Q1 | $3.09K | Buy |
143
+1
| +0.7% | +$22 | ﹤0.01% | 5571 |
|
|
2023
Q4 | $3.38K | Buy |
142
+1
| +0.7% | +$24 | ﹤0.01% | 5574 |
|
|
2023
Q3 | $3.02K | Buy |
141
+1
| +0.7% | +$21 | ﹤0.01% | 5662 |
|
|
2023
Q2 | $2.9K | Buy |
140
+108
| +338% | +$2.24K | ﹤0.01% | 5855 |
|
|
2023
Q1 | $695 | Buy |
32
+1
| +3% | +$22 | ﹤0.01% | 6154 |
|
|
2022
Q4 | $664 | Sell |
31
-1
| -3% | -$21 | ﹤0.01% | 5977 |
|
|
2022
Q3 | $1K | Sell |
32
-358
| -92% | -$11.2K | ﹤0.01% | 5961 |
|
|
2022
Q2 | $9K | Buy |
390
+359
| +1,158% | +$8.29K | ﹤0.01% | 5489 |
|
|
2022
Q1 | $1K | Buy |
31
+2
| +7% | +$65 | ﹤0.01% | 6404 |
|
|
2021
Q4 | $1K | Sell |
29
-250
| -90% | -$8.62K | ﹤0.01% | 6411 |
|
|
2021
Q3 | $7K | Sell |
279
-3
| -1% | -$75 | ﹤0.01% | 5966 |
|
|
2021
Q2 | $7K | Sell |
282
-1,670
| -86% | -$41.5K | ﹤0.01% | 5895 |
|
|
2021
Q1 | $44K | Sell |
1,952
-7,611
| -80% | -$172K | ﹤0.01% | 5518 |
|
|
2020
Q4 | $191K | Sell |
9,563
-1,891
| -17% | -$37.8K | ﹤0.01% | 4974 |
|
|
2020
Q3 | $219K | Buy |
11,454
+1,728
| +18% | +$33K | ﹤0.01% | 4757 |
|
|
2020
Q2 | $212K | Buy |
9,726
+2,142
| +28% | +$46.7K | ﹤0.01% | 4711 |
|
|
2020
Q1 | $146K | Buy |
7,584
+1,241
| +20% | +$23.9K | ﹤0.01% | 4687 |
|
|
2019
Q4 | $192K | Sell |
6,343
-78
| -1% | -$2.36K | ﹤0.01% | 4813 |
|
|
2019
Q3 | $178K | Sell |
6,421
-3,918
| -38% | -$109K | ﹤0.01% | 4831 |
|
|
2019
Q2 | $246K | Sell |
10,339
-4,470
| -30% | -$106K | ﹤0.01% | 4686 |
|
|
2019
Q1 | $352K | Buy |
14,809
+234
| +2% | +$5.56K | ﹤0.01% | 4470 |
|
|
2018
Q4 | $361K | Buy |
14,575
+9,403
| +182% | +$233K | ﹤0.01% | 4395 |
|
|
2018
Q3 | $160K | Sell |
5,172
-810
| -14% | -$25.1K | ﹤0.01% | 4927 |
|
|
2018
Q2 | $206K | Buy |
5,982
+573
| +11% | +$19.7K | ﹤0.01% | 4839 |
|
|
2018
Q1 | $168K | Sell |
5,409
-249
| -4% | -$7.73K | ﹤0.01% | 4868 |
|
|
2017
Q4 | $169K | Buy |
5,658
+4,907
| +653% | +$147K | ﹤0.01% | 4860 |
|
|
2017
Q3 | $22K | Buy |
+751
| New | +$22K | ﹤0.01% | 5361 |
|
|
2015
Q3 | – | Sell |
-2,592
| Closed | -$52K | – | 5891 |
|
|
2015
Q2 | $52K | Buy |
+2,592
| New | +$52K | ﹤0.01% | 5122 |
|