Kathleen S. Wright Associates’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$503K Hold
2025
Q2
$493K Sell
2025
Q1
$509K Hold
2024
Q4
$505K Hold
2024
Q3
$402K Hold
2024
Q2
$417K Sell
2024
Q1
$410K Buy
2023
Q4
$344K Sell
2023
Q3
$368K Buy
2023
Q2
$319K Sell
2023
Q1
$410K Hold
2022
Q4
$453K Sell
2022
Q3
$596K Hold
2022
Q2
$580K Hold
2022
Q1
$718K Hold
2021
Q4
$711K Buy