Keebeck Wealth 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
Q2 | $415K | Buy |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $143K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $143K | Buy |
|