Keener Financial Planning’s Wells Fargo WFC Stock Holding History

Keener Financial Planning’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$83K	Hold
2025 Q2	$80K	Buy
2025 Q1	–	Sell
2024 Q4	$70K	Hold
2024 Q3	$56K	Hold
2024 Q2	$59K	Hold
2024 Q1	$58K	Hold
2023 Q4	$49K	Buy