Wells Fargo’s Clarus CLAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7K | Buy |
18,944
+638
| +3% | +$2.21K | ﹤0.01% | 4996 |
|
|
2025
Q1 | $68.6K | Buy |
18,306
+187
| +1% | +$701 | ﹤0.01% | 4836 |
|
|
2024
Q4 | $81.7K | Buy |
18,119
+3,810
| +27% | +$17.2K | ﹤0.01% | 4816 |
|
|
2024
Q3 | $64.4K | Buy |
14,309
+602
| +4% | +$2.71K | ﹤0.01% | 4854 |
|
|
2024
Q2 | $92.2K | Buy |
13,707
+2,803
| +26% | +$18.9K | ﹤0.01% | 4624 |
|
|
2024
Q1 | $73.6K | Buy |
10,904
+1,292
| +13% | +$8.72K | ﹤0.01% | 4696 |
|
|
2023
Q4 | $66.3K | Buy |
9,612
+1,911
| +25% | +$13.2K | ﹤0.01% | 4738 |
|
|
2023
Q3 | $58.2K | Sell |
7,701
-4,026
| -34% | -$30.4K | ﹤0.01% | 4764 |
|
|
2023
Q2 | $107K | Buy |
11,727
+5,496
| +88% | +$50.2K | ﹤0.01% | 4727 |
|
|
2023
Q1 | $58.9K | Buy |
6,231
+5,382
| +634% | +$50.9K | ﹤0.01% | 4795 |
|
|
2022
Q4 | $6.66K | Sell |
849
-177
| -17% | -$1.39K | ﹤0.01% | 5367 |
|
|
2022
Q3 | $14K | Sell |
1,026
-588
| -36% | -$8.02K | ﹤0.01% | 5212 |
|
|
2022
Q2 | $31K | Sell |
1,614
-5,739
| -78% | -$110K | ﹤0.01% | 4968 |
|
|
2022
Q1 | $167K | Sell |
7,353
-11,710
| -61% | -$266K | ﹤0.01% | 4773 |
|
|
2021
Q4 | $528K | Buy |
19,063
+9,383
| +97% | +$260K | ﹤0.01% | 4328 |
|
|
2021
Q3 | $248K | Sell |
9,680
-32,641
| -77% | -$836K | ﹤0.01% | 4730 |
|
|
2021
Q2 | $1.09M | Buy |
42,321
+32,567
| +334% | +$836K | ﹤0.01% | 3935 |
|
|
2021
Q1 | $166K | Sell |
9,754
-49,385
| -84% | -$840K | ﹤0.01% | 4920 |
|
|
2020
Q4 | $911K | Buy |
59,139
+6,698
| +13% | +$103K | ﹤0.01% | 4033 |
|
|
2020
Q3 | $741K | Sell |
52,441
-5,503
| -9% | -$77.8K | ﹤0.01% | 3984 |
|
|
2020
Q2 | $671K | Buy |
57,944
+11,883
| +26% | +$138K | ﹤0.01% | 4008 |
|
|
2020
Q1 | $451K | Buy |
46,061
+1,348
| +3% | +$13.2K | ﹤0.01% | 3989 |
|
|
2019
Q4 | $607K | Buy |
44,713
+1,617
| +4% | +$22K | ﹤0.01% | 4122 |
|
|
2019
Q3 | $506K | Buy |
43,096
+1,911
| +5% | +$22.4K | ﹤0.01% | 4262 |
|
|
2019
Q2 | $595K | Sell |
41,185
-1,119
| -3% | -$16.2K | ﹤0.01% | 4162 |
|
|
2019
Q1 | $542K | Sell |
42,304
-3,257
| -7% | -$41.7K | ﹤0.01% | 4230 |
|
|
2018
Q4 | $461K | Buy |
45,561
+15,858
| +53% | +$160K | ﹤0.01% | 4256 |
|
|
2018
Q3 | $328K | Buy |
29,703
+2,132
| +8% | +$23.5K | ﹤0.01% | 4584 |
|
|
2018
Q2 | $228K | Sell |
27,571
-5,565
| -17% | -$46K | ﹤0.01% | 4795 |
|
|
2018
Q1 | $223K | Buy |
33,136
+141
| +0.4% | +$949 | ﹤0.01% | 4742 |
|
|
2017
Q4 | $259K | Buy |
32,995
+15,199
| +85% | +$119K | ﹤0.01% | 4675 |
|
|
2017
Q3 | $134K | Buy |
17,796
+14,120
| +384% | +$106K | ﹤0.01% | 4909 |
|
|
2017
Q2 | $25K | Buy |
3,676
+3,401
| +1,237% | +$23.1K | ﹤0.01% | 5266 |
|
|
2017
Q1 | $1K | Hold |
275
| – | – | ﹤0.01% | 5754 |
|
|
2016
Q4 | $1K | Buy |
+275
| New | +$1K | ﹤0.01% | 5735 |
|
|
2016
Q2 | – | Sell |
-9,031
| Closed | -$40K | – | 5774 |
|
|
2016
Q1 | $40K | Buy |
9,031
+312
| +4% | +$1.38K | ﹤0.01% | 5102 |
|
|
2015
Q4 | $39K | Sell |
8,719
-100,289
| -92% | -$449K | ﹤0.01% | 5154 |
|
|
2015
Q3 | $685K | Buy |
109,008
+5,168
| +5% | +$32.5K | ﹤0.01% | 3651 |
|
|
2015
Q2 | $959K | Buy |
103,840
+21,245
| +26% | +$196K | ﹤0.01% | 3587 |
|
|
2015
Q1 | $780K | Sell |
82,595
-16,085
| -16% | -$152K | ﹤0.01% | 3619 |
|
|
2014
Q4 | $863K | Buy |
98,680
+79,267
| +408% | +$693K | ﹤0.01% | 3550 |
|
|
2014
Q3 | $147K | Buy |
19,413
+16,029
| +474% | +$121K | ﹤0.01% | 4399 |
|
|
2014
Q2 | $38K | Buy |
3,384
+1,430
| +73% | +$16.1K | ﹤0.01% | 4943 |
|
|
2014
Q1 | $23K | Sell |
1,954
-6,532
| -77% | -$76.9K | ﹤0.01% | 5046 |
|
|
2013
Q4 | $113K | Sell |
8,486
-157,858
| -95% | -$2.1M | ﹤0.01% | 4418 |
|
|
2013
Q3 | $2.02M | Sell |
166,344
-89,180
| -35% | -$1.08M | ﹤0.01% | 2864 |
|
|
2013
Q2 | $2.4M | Buy |
+255,524
| New | +$2.4M | ﹤0.01% | 2675 |
|