Kathmere Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
16,231
+1,593
| +11% | +$128K | 0.1% | 136 |
|
|
2025
Q1 | $1.05M | Sell |
14,638
-431
| -3% | -$30.9K | 0.09% | 140 |
|
|
2024
Q4 | $1.06M | Buy |
15,069
+4,802
| +47% | +$337K | 0.09% | 136 |
|
|
2024
Q3 | $580K | Buy |
10,267
+1,759
| +21% | +$99.4K | 0.05% | 181 |
|
|
2024
Q2 | $505K | Buy |
8,508
+592
| +7% | +$35.2K | 0.05% | 174 |
|
|
2024
Q1 | $459K | Buy |
7,916
+324
| +4% | +$18.8K | 0.05% | 179 |
|
|
2023
Q4 | $374K | Buy |
7,592
+344
| +5% | +$16.9K | 0.05% | 170 |
|
|
2023
Q3 | $296K | Buy |
7,248
+1,185
| +20% | +$48.4K | 0.04% | 187 |
|
|
2023
Q2 | $259K | Buy |
+6,063
| New | +$259K | 0.04% | 190 |
|
|
2021
Q1 | – | Sell |
-466
| Closed | -$14K | – | 413 |
|
|
2020
Q4 | $14K | Hold |
466
| – | – | ﹤0.01% | 304 |
|
|
2020
Q3 | $11K | Buy |
+466
| New | +$11K | ﹤0.01% | 298 |
|