Kelleher Financial Advisors’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
Q3 | $40.2K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $377K | Hold |
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|
2016
Q3 | $303K | Hold |
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|
2016
Q2 | $324K | Hold |
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|
2016
Q1 | $331K | Buy |
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|
2015
Q4 | $350K | Hold |
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|
2015
Q3 | $331K | Hold |
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|
2015
Q2 | $362K | Hold |
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|
2015
Q1 | $350K | Hold |
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|
2014
Q4 | $353K | Hold |
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|
2014
Q3 | $342K | Sell |
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|
2014
Q2 | $355K | Hold |
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|
2014
Q1 | $335K | Sell |
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|
2013
Q4 | $325K | Hold |
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|
2013
Q3 | $296K | Hold |
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|
2013
Q2 | $296K | Buy |
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