Kesler Norman & Wride’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 | $391K | Buy |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $391K | Sell |
|
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|
2024
Q3 | $341K | Buy |
|
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|
2024
Q2 | $356K | Buy |
|
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|
2024
Q1 | $346K | Buy |
|
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|
2023
Q4 | $293K | Buy |
|
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $253K | Buy |
|
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|
2023
Q1 | $221K | Buy |
|
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $245K | Buy |
|
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|
2022
Q2 | $238K | Buy |
|
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|
2022
Q1 | $294K | Buy |
|
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $295K | Buy |
|
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $253K | Buy |
|