Wells Fargo’s CSP Inc CSPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
+3,711
| New | +$48K | ﹤0.01% | 5101 |
|
|
2024
Q2 | – | Sell |
-235
| Closed | -$4.34K | – | 6601 |
|
|
2024
Q1 | $4.34K | Buy |
235
+211
| +879% | +$3.9K | ﹤0.01% | 5522 |
|
|
2023
Q4 | $468 | Buy |
24
+1
| +4% | +$20 | ﹤0.01% | 5956 |
|
|
2023
Q3 | $403 | Sell |
23
-1
| -4% | -$18 | ﹤0.01% | 6035 |
|
|
2023
Q2 | $286 | Buy |
24
+1
| +4% | +$12 | ﹤0.01% | 6291 |
|
|
2023
Q1 | $313 | Buy |
23
+1
| +5% | +$14 | ﹤0.01% | 6331 |
|
|
2022
Q4 | $207 | Buy |
22
+1
| +5% | +$9 | ﹤0.01% | 6284 |
|
|
2022
Q3 | $0 | Sell |
21
-1
| -5% | – | ﹤0.01% | 6415 |
|
|
2022
Q2 | $0 | Buy |
22
+2
| +10% | – | ﹤0.01% | 6579 |
|
|
2022
Q1 | $0 | Buy |
20
+1
| +5% | – | ﹤0.01% | 6726 |
|
|
2021
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 6714 |
|
|
2021
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 6664 |
|
|
2021
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 6590 |
|
|
2021
Q1 | $0 | Buy |
19
+1
| +6% | – | ﹤0.01% | 6534 |
|
|
2020
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 6166 |
|
|
2020
Q3 | $0 | Sell |
18
-1
| -5% | – | ﹤0.01% | 5998 |
|
|
2020
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 5931 |
|
|
2020
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 5899 |
|
|
2017
Q2 | – | Sell |
-1,300
| Closed | -$14K | – | 5809 |
|
|
2017
Q1 | $14K | Hold |
1,300
| – | – | ﹤0.01% | 5410 |
|
|
2016
Q4 | $14K | Hold |
1,300
| – | – | ﹤0.01% | 5377 |
|
|
2016
Q3 | $13K | Hold |
1,300
| – | – | ﹤0.01% | 5396 |
|
|
2016
Q2 | $11K | Hold |
1,300
| – | – | ﹤0.01% | 5359 |
|
|
2016
Q1 | $8K | Hold |
1,300
| – | – | ﹤0.01% | 5515 |
|
|
2015
Q4 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 5478 |
|
|
2015
Q3 | $7K | Hold |
1,300
| – | – | ﹤0.01% | 5506 |
|
|
2015
Q2 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 5589 |
|
|
2015
Q1 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 5440 |
|
|
2014
Q4 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 5435 |
|
|
2014
Q3 | $10K | Hold |
1,300
| – | – | ﹤0.01% | 5395 |
|
|
2014
Q2 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 5490 |
|
|
2014
Q1 | $10K | Hold |
1,300
| – | – | ﹤0.01% | 5234 |
|
|
2013
Q4 | $11K | Hold |
1,300
| – | – | ﹤0.01% | 5043 |
|
|
2013
Q3 | $9K | Buy |
1,300
+1,050
| +420% | +$7.27K | ﹤0.01% | 5034 |
|
|
2013
Q2 | $2K | Buy |
+250
| New | +$2K | ﹤0.01% | 5222 |
|