KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
3,162
+54
| +2% | +$4.33K | 0.2% | 73 |
|
|
2025
Q1 | $223K | Buy |
3,108
+16
| +0.5% | +$1.15K | 0.19% | 76 |
|
|
2024
Q4 | $217K | Buy |
+3,092
| New | +$217K | 0.16% | 75 |
|
|
2020
Q1 | – | Sell |
-6,171
| Closed | -$332K | – | 110 |
|
|
2019
Q4 | $332K | Buy |
+6,171
| New | +$332K | 0.28% | 72 |
|