Keebeck Wealth 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 | $415K | Buy |
5,184
+229
| +5% | +$18.3K | 0.05% | 229 |
|
|
2025
Q1 | $356K | Buy |
4,955
+483
| +11% | +$34.7K | 0.05% | 197 |
|
|
2024
Q4 | $314K | Buy |
4,472
+886
| +25% | +$62.2K | 0.05% | 208 |
|
|
2024
Q3 | $203K | Buy |
3,586
+53
| +2% | +$2.99K | 0.03% | 245 |
|
|
2024
Q2 | $210K | Hold |
3,533
| – | – | 0.03% | 247 |
|
|
2024
Q1 | $205K | Buy |
+3,533
| New | +$205K | 0.03% | 268 |
|
|
2021
Q3 | – | Sell |
-5,419
| Closed | -$245K | – | 244 |
|
|
2021
Q2 | $245K | Hold |
5,419
| – | – | 0.04% | 218 |
|
|
2021
Q1 | $212K | Buy |
+5,419
| New | +$212K | 0.03% | 222 |
|
|
2020
Q3 | – | Sell |
-5,600
| Closed | -$143K | – | 362 |
|
|
2020
Q2 | $143K | Buy |
+5,600
| New | +$143K | 0.05% | 168 |
|
|
2020
Q1 | – | Sell |
-2,675
| Closed | -$143K | – | 329 |
|
|
2019
Q4 | $143K | Buy |
+2,675
| New | +$143K | 0.05% | 162 |
|