Kearns & Associates’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 | $561K | Hold |
7,000
| – | – | 0.32% | 27 |
|
|
2025
Q1 | $503K | Hold |
7,000
| – | – | 0.33% | 27 |
|
|
2024
Q4 | $492K | Hold |
7,000
| – | – | 0.32% | 26 |
|
|
2024
Q3 | $395K | Hold |
7,000
| – | – | 0.26% | 28 |
|
|
2024
Q2 | $416K | Hold |
7,000
| – | – | 0.31% | 26 |
|
|
2024
Q1 | $406K | Hold |
7,000
| – | – | 0.31% | 26 |
|
|
2023
Q4 | $345K | Hold |
7,000
| – | – | 0.29% | 25 |
|
|
2023
Q3 | $286K | Hold |
7,000
| – | – | 0.27% | 27 |
|
|
2023
Q2 | $299K | Hold |
7,000
| – | – | 0.27% | 28 |
|
|
2023
Q1 | $262K | Hold |
7,000
| – | – | 0.26% | 31 |
|
|
2022
Q4 | $289K | Buy |
+7,000
| New | +$289K | 0.3% | 28 |
|