Kennedy Investment Group’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 | $1.59M | Buy |
19,859
+611
| +3% | +$49K | 0.68% | 37 |
|
|
2025
Q1 | $1.38M | Sell |
19,248
-847
| -4% | -$60.8K | 0.64% | 38 |
|
|
2024
Q4 | $1.41M | Sell |
20,095
-325
| -2% | -$22.8K | 0.64% | 37 |
|
|
2024
Q3 | $1.15M | Sell |
20,420
-84
| -0.4% | -$4.75K | 0.53% | 51 |
|
|
2024
Q2 | $1.22M | Sell |
20,504
-401
| -2% | -$23.8K | 0.62% | 44 |
|
|
2024
Q1 | $1.21M | Sell |
20,905
-11
| -0.1% | -$638 | 0.65% | 45 |
|
|
2023
Q4 | $1.03M | Sell |
20,916
-304
| -1% | -$15K | 0.58% | 49 |
|
|
2023
Q3 | $867K | Sell |
21,220
-6
| -0% | -$245 | 0.52% | 55 |
|
|
2023
Q2 | $906K | Sell |
21,226
-34
| -0.2% | -$1.45K | 0.53% | 54 |
|
|
2023
Q1 | $795K | Sell |
21,260
-885
| -4% | -$33.1K | 0.49% | 55 |
|
|
2022
Q4 | $914K | Buy |
+22,145
| New | +$914K | 0.58% | 50 |
|