Wells Fargo’s Climb Global Solutions CLMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $259K | Buy |
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|
2024
Q3 | $129K | Sell |
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|
2024
Q2 | $84.6K | Buy |
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|
2024
Q1 | $90.7K | Buy |
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|
2023
Q4 | $61K | Buy |
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|
2023
Q3 | $37.3K | Sell |
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|
2023
Q2 | $81.8K | Buy |
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|
2023
Q1 | $1.47K | Hold |
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|
2022
Q4 | $851 | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Sell |
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|
2021
Q3 | $28K | Sell |
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|
2021
Q2 | $26K | Buy |
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|
2021
Q1 | $26K | Sell |
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|
2020
Q4 | $77K | Sell |
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|
2020
Q3 | $138K | Buy |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $0 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $0 | Buy |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Buy |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $0 | Sell |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $17K | Hold |
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|
2014
Q3 | $16K | Buy |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $20K | Sell |
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|
2013
Q4 | $14K | Sell |
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|
2013
Q3 | $14K | Buy |
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|
2013
Q2 | $12K | Buy |
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