Cohen Klingenstein’s Wells Fargo WFC Stock Holding History

Cohen Klingenstein’s Portfolio WFC Stock Details WFC Fund Activity

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