Keener Financial Planning’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 | $80K | Buy |
+1,000
| New | +$80K | 0.04% | 83 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$70K | – | 204 |
|
|
2024
Q4 | $70K | Hold |
1,000
| – | – | 0.04% | 81 |
|
|
2024
Q3 | $56K | Hold |
1,000
| – | – | 0.04% | 82 |
|
|
2024
Q2 | $59K | Hold |
1,000
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $58K | Hold |
1,000
| – | – | 0.04% | 91 |
|
|
2023
Q4 | $49K | Buy |
+1,000
| New | +$49K | 0.04% | 96 |
|