KSWA
Kathleen S. Wright Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
6,075
-1,000
| -14% | -$81.1K | 0.19% | 75 |
|
|
2025
Q1 | $509K | Hold |
7,075
| – | – | 0.21% | 73 |
|
|
2024
Q4 | $505K | Hold |
7,075
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $402K | Hold |
7,075
| – | – | 0.17% | 84 |
|
|
2024
Q2 | $417K | Sell |
7,075
-19
| -0.3% | -$1.12K | 0.19% | 79 |
|
|
2024
Q1 | $410K | Buy |
7,094
+19
| +0.3% | +$1.1K | 0.19% | 80 |
|
|
2023
Q4 | $344K | Sell |
7,075
-2,000
| -22% | -$97.3K | 0.18% | 83 |
|
|
2023
Q3 | $368K | Buy |
9,075
+1,600
| +21% | +$64.9K | 0.21% | 77 |
|
|
2023
Q2 | $319K | Sell |
7,475
-3,500
| -32% | -$149K | 0.2% | 69 |
|
|
2023
Q1 | $410K | Hold |
10,975
| – | – | 0.27% | 64 |
|
|
2022
Q4 | $453K | Sell |
10,975
-3,842
| -26% | -$159K | 0.31% | 69 |
|
|
2022
Q3 | $596K | Hold |
14,817
| – | – | 0.48% | 49 |
|
|
2022
Q2 | $580K | Hold |
14,817
| – | – | 0.49% | 47 |
|
|
2022
Q1 | $718K | Hold |
14,817
| – | – | 0.52% | 46 |
|
|
2021
Q4 | $711K | Buy |
+14,817
| New | +$711K | 0.52% | 48 |
|