Kathmere Capital Management’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 | $1.35M | Sell |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $580K | Buy |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $11K | Buy |
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