Cohen Klingenstein’s Wells Fargo WFC Stock Holding History

Cohen Klingenstein’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.62M	Hold
2025 Q2	$7.28M	Hold
2025 Q1	$6.53M	Hold
2024 Q4	$6.38M	Hold
2024 Q3	$5.13M	Hold
2024 Q2	$5.4M	Hold
2024 Q1	$5.27M	Hold
2023 Q4	$4.47M	Hold
2023 Q3	$3.71M	Hold
2023 Q2	$3.88M	Hold
2023 Q1	$3.4M	Hold
2022 Q4	$3.75M	Hold
2022 Q3	$3.66M	Hold
2022 Q2	$3.56M	Hold
2022 Q1	$4.41M	Hold
2021 Q4	$4.36M	Hold
2021 Q3	$4.22M	Hold
2021 Q2	$4.12M	Hold
2021 Q1	$3.55M	Hold
2020 Q4	$2.74M	Hold
2020 Q3	$2.14M	Hold
2020 Q2	$2.33M	Hold
2020 Q1	$2.61M	Hold
2019 Q4	$4.89M	Hold
2019 Q3	$4.58M	Hold
2019 Q2	$4.3M	Buy
2019 Q1	$1.2M	Hold
2018 Q4	$1.15M	Hold
2018 Q3	$1.31M	Hold
2018 Q2	$1.38M	Hold
2018 Q1	$1.3M	Hold
2017 Q4	$1.51M	Hold
2017 Q3	$1.37M	Hold
2017 Q2	$1.38M	Hold
2017 Q1	$1.39M	Hold
2016 Q4	$1.37M	Buy
2016 Q3	$673K	Hold
2016 Q2	$719K	Hold
2016 Q1	$735K	Hold
2015 Q4	$826K	Hold
2015 Q3	$781K	Hold
2015 Q2	$855K	Hold
2015 Q1	$827K	Hold
2014 Q4	$833K	Hold
2014 Q3	$788K	Hold
2014 Q2	$799K	Hold
2014 Q1	$756K	Hold
2013 Q4	$690K	Hold
2013 Q3	$628K	Hold
2013 Q2	$627K	Buy