Keel Point’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 | $1.43M | Buy |
17,820
+3,677
| +26% | +$295K | 0.09% | 144 |
|
|
2025
Q1 | $1.02M | Buy |
14,143
+3,658
| +35% | +$263K | 0.08% | 149 |
|
|
2024
Q4 | $736K | Buy |
10,485
+2,172
| +26% | +$153K | 0.06% | 181 |
|
|
2024
Q3 | $470K | Sell |
8,313
-96
| -1% | -$5.42K | 0.04% | 251 |
|
|
2024
Q2 | $445K | Buy |
8,409
+1,731
| +26% | +$91.5K | 0.04% | 254 |
|
|
2024
Q1 | $387K | Sell |
6,678
-1,703
| -20% | -$98.7K | 0.04% | 246 |
|
|
2023
Q4 | $413K | Buy |
8,381
+1,067
| +15% | +$52.5K | 0.05% | 216 |
|
|
2023
Q3 | $299K | Sell |
7,314
-873
| -11% | -$35.7K | 0.04% | 239 |
|
|
2023
Q2 | $349K | Buy |
8,187
+1,397
| +21% | +$59.6K | 0.05% | 225 |
|
|
2023
Q1 | $254K | Buy |
6,790
+428
| +7% | +$16K | 0.04% | 252 |
|
|
2022
Q4 | $263K | Buy |
6,362
+402
| +7% | +$16.6K | 0.04% | 242 |
|
|
2022
Q3 | $240K | Sell |
5,960
-909
| -13% | -$36.6K | 0.04% | 213 |
|
|
2022
Q2 | $305K | Sell |
6,869
-17
| -0.2% | -$755 | 0.05% | 198 |
|
|
2022
Q1 | $334K | Buy |
6,886
+2,011
| +41% | +$97.5K | 0.05% | 189 |
|
|
2021
Q4 | $234K | Buy |
+4,875
| New | +$234K | 0.03% | 242 |
|
|
2020
Q1 | – | Sell |
-5,932
| Closed | -$319K | – | 205 |
|
|
2019
Q4 | $319K | Buy |
5,932
+234
| +4% | +$12.6K | 0.03% | 150 |
|
|
2019
Q3 | $287K | Hold |
5,698
| – | – | 0.04% | 149 |
|
|
2019
Q2 | $270K | Sell |
5,698
-208
| -4% | -$9.86K | 0.03% | 165 |
|
|
2019
Q1 | $285K | Buy |
5,906
+95
| +2% | +$4.58K | 0.03% | 157 |
|
|
2018
Q4 | $268K | Sell |
5,811
-1,063
| -15% | -$49K | 0.04% | 164 |
|
|
2018
Q3 | $361K | Buy |
6,874
+165
| +2% | +$8.67K | 0.04% | 126 |
|
|
2018
Q2 | $372K | Hold |
6,709
| – | – | 0.05% | 113 |
|
|
2018
Q1 | $352K | Sell |
6,709
-100
| -1% | -$5.25K | 0.05% | 117 |
|
|
2017
Q4 | $413K | Sell |
6,809
-284
| -4% | -$17.2K | 0.06% | 109 |
|
|
2017
Q3 | $391K | Sell |
7,093
-2,346
| -25% | -$129K | 0.06% | 114 |
|
|
2017
Q2 | $523K | Buy |
9,439
+435
| +5% | +$24.1K | 0.11% | 91 |
|
|
2017
Q1 | $501K | Sell |
9,004
-774
| -8% | -$43.1K | 0.1% | 90 |
|
|
2016
Q4 | $539K | Sell |
9,778
-1,761
| -15% | -$97.1K | 0.12% | 79 |
|
|
2016
Q3 | $511K | Buy |
11,539
+1,079
| +10% | +$47.8K | 0.19% | 77 |
|
|
2016
Q2 | $495K | Buy |
10,460
+905
| +9% | +$42.8K | 0.21% | 78 |
|
|
2016
Q1 | $462K | Sell |
9,555
-719
| -7% | -$34.8K | 0.23% | 77 |
|
|
2015
Q4 | $558K | Buy |
10,274
+5,340
| +108% | +$290K | 0.3% | 67 |
|
|
2015
Q3 | $253K | Hold |
4,934
| – | – | 0.14% | 88 |
|
|
2015
Q2 | $281K | Buy |
4,934
+908
| +23% | +$51.7K | 0.13% | 82 |
|
|
2015
Q1 | $219K | Buy |
+4,026
| New | +$219K | 0.11% | 88 |
|