Kesler Norman & Wride’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 | $391K | Buy |
4,881
+25
| +0.5% | +$2K | 0.07% | 192 |
|
|
2025
Q1 | $349K | Sell |
4,856
-708
| -13% | -$50.8K | 0.07% | 187 |
|
|
2024
Q4 | $391K | Sell |
5,564
-477
| -8% | -$33.5K | 0.08% | 181 |
|
|
2024
Q3 | $341K | Buy |
6,041
+44
| +0.7% | +$2.49K | 0.07% | 202 |
|
|
2024
Q2 | $356K | Buy |
5,997
+19
| +0.3% | +$1.13K | 0.08% | 153 |
|
|
2024
Q1 | $346K | Buy |
5,978
+21
| +0.4% | +$1.22K | 0.07% | 139 |
|
|
2023
Q4 | $293K | Buy |
5,957
+24
| +0.4% | +$1.18K | 0.07% | 142 |
|
|
2023
Q3 | $242K | Buy |
5,933
+16
| +0.3% | +$654 | 0.06% | 148 |
|
|
2023
Q2 | $253K | Buy |
5,917
+13
| +0.2% | +$555 | 0.06% | 144 |
|
|
2023
Q1 | $221K | Buy |
5,904
+12
| +0.2% | +$449 | 0.06% | 145 |
|
|
2022
Q4 | $243K | Sell |
5,892
-195
| -3% | -$8.05K | 0.06% | 148 |
|
|
2022
Q3 | $245K | Buy |
6,087
+13
| +0.2% | +$523 | 0.07% | 149 |
|
|
2022
Q2 | $238K | Buy |
6,074
+10
| +0.2% | +$392 | 0.07% | 139 |
|
|
2022
Q1 | $294K | Buy |
6,064
+8
| +0.1% | +$388 | 0.07% | 131 |
|
|
2021
Q4 | $291K | Sell |
6,056
-299
| -5% | -$14.4K | 0.06% | 133 |
|
|
2021
Q3 | $295K | Buy |
6,355
+108
| +2% | +$5.01K | 0.07% | 136 |
|
|
2021
Q2 | $287K | Sell |
6,247
-2,307
| -27% | -$106K | 0.07% | 141 |
|
|
2021
Q1 | $334K | Buy |
8,554
+182
| +2% | +$7.11K | 0.08% | 139 |
|
|
2020
Q4 | $253K | Buy |
+8,372
| New | +$253K | 0.07% | 137 |
|