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 |
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|
2025
Q2 | $493K | Sell |
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|
2025
Q1 | $509K | Hold |
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|
2024
Q4 | $505K | Hold |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $596K | Hold |
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|
2022
Q2 | $580K | Hold |
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|
2022
Q1 | $718K | Hold |
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|
2021
Q4 | $711K | Buy |
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