Kelly Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-337
| Closed | -$20K | – | 765 |
|
|
2024
Q2 | $20K | Hold |
337
| – | – | 0.01% | 329 |
|
|
2024
Q1 | $19.5K | Buy |
337
+9
| +3% | +$521 | 0.01% | 330 |
|
|
2023
Q4 | $16.1K | Sell |
328
-1,633
| -83% | -$80.4K | 0.01% | 338 |
|
|
2023
Q3 | $80.1K | Buy |
1,961
+1,367
| +230% | +$55.9K | 0.04% | 141 |
|
|
2023
Q2 | $25.4K | Sell |
594
-155
| -21% | -$6.62K | 0.01% | 265 |
|
|
2023
Q1 | $28K | Buy |
749
+56
| +8% | +$2.09K | 0.01% | 246 |
|
|
2022
Q4 | $28.6K | Buy |
693
+2
| +0.3% | +$83 | 0.02% | 228 |
|
|
2022
Q3 | $27.8K | Buy |
691
+2
| +0.3% | +$80 | 0.02% | 218 |
|
|
2022
Q2 | $27K | Buy |
689
+1
| +0.1% | +$39 | 0.01% | 225 |
|
|
2022
Q1 | $33.3K | Buy |
688
+1
| +0.1% | +$48 | 0.02% | 224 |
|
|
2021
Q4 | $32.9K | Sell |
687
-497
| -42% | -$23.8K | 0.02% | 222 |
|
|
2021
Q3 | $54.9K | Sell |
1,184
-52,282
| -98% | -$2.43M | 0.03% | 147 |
|
|
2021
Q2 | $1.18M | Buy |
53,466
+52,786
| +7,763% | +$1.17M | 0.05% | 106 |
|
|
2021
Q1 | $26.6K | Buy |
680
+250
| +58% | +$9.77K | 0.02% | 189 |
|
|
2020
Q4 | $13K | Sell |
430
-285
| -40% | -$8.6K | 0.01% | 239 |
|
|
2020
Q3 | $16.8K | Sell |
715
-299
| -29% | -$7.03K | 0.01% | 192 |
|
|
2020
Q2 | $26K | Buy |
1,014
+5
| +0.5% | +$128 | 0.02% | 132 |
|
|
2020
Q1 | $28.9K | Buy |
1,009
+4
| +0.4% | +$115 | 0.04% | 111 |
|
|
2019
Q4 | $54.1K | Buy |
1,005
+2
| +0.2% | +$108 | 0.04% | 79 |
|
|
2019
Q3 | $50.6K | Buy |
1,003
+3
| +0.3% | +$151 | 0.05% | 81 |
|
|
2019
Q2 | $47.3K | Buy |
1,000
+34
| +4% | +$1.61K | 0.04% | 81 |
|
|
2019
Q1 | $46.7K | Buy |
+966
| New | +$46.7K | 0.05% | 80 |
|