Keel Point’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 | $1.43M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $319K | Buy |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $270K | Sell |
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|
2019
Q1 | $285K | Buy |
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|
2018
Q4 | $268K | Sell |
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|
2018
Q3 | $361K | Buy |
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|
2018
Q2 | $372K | Hold |
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|
2018
Q1 | $352K | Sell |
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|
2017
Q4 | $413K | Sell |
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|
2017
Q3 | $391K | Sell |
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|
2017
Q2 | $523K | Buy |
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|
2017
Q1 | $501K | Sell |
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|
2016
Q4 | $539K | Sell |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $495K | Buy |
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|
2016
Q1 | $462K | Sell |
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|
2015
Q4 | $558K | Buy |
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|
2015
Q3 | $253K | Hold |
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|
2015
Q2 | $281K | Buy |
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|
2015
Q1 | $219K | Buy |
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