KIG
Kessler Investment Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Sell |
78,961
-1,585
| -2% | -$127K | 2.6% | 19 |
|
|
2025
Q1 | $5.78M | Buy |
80,546
+79,218
| +5,965% | +$5.69M | 2.82% | 16 |
|
|
2024
Q4 | $93.3K | Hold |
1,328
| – | – | 0.04% | 86 |
|
|
2024
Q3 | $75K | Hold |
1,328
| – | – | 0.04% | 93 |
|
|
2024
Q2 | $78.9K | Hold |
1,328
| – | – | 0.04% | 93 |
|
|
2024
Q1 | $77K | Hold |
1,328
| – | – | 0.05% | 86 |
|
|
2023
Q4 | $65.4K | Sell |
1,328
-191
| -13% | -$9.4K | 0.04% | 93 |
|
|
2023
Q3 | $62.1K | Hold |
1,519
| – | – | 0.05% | 87 |
|
|
2023
Q2 | $64.8K | Hold |
1,519
| – | – | 0.05% | 89 |
|
|
2023
Q1 | $56.8K | Sell |
1,519
-400
| -21% | -$15K | 0.04% | 99 |
|
|
2022
Q4 | $79K | Sell |
1,919
-542
| -22% | -$22.3K | 0.08% | 78 |
|
|
2022
Q3 | $99K | Hold |
2,461
| – | – | 0.08% | 82 |
|
|
2022
Q2 | $96K | Sell |
2,461
-131,096
| -98% | -$5.11M | 0.08% | 77 |
|
|
2022
Q1 | $6.47M | Buy |
133,557
+1,237
| +0.9% | +$59.9K | 3.76% | 7 |
|
|
2021
Q4 | $6.35M | Buy |
132,320
+14,048
| +12% | +$674K | 3.57% | 10 |
|
|
2021
Q3 | $5.49M | Buy |
118,272
+12,949
| +12% | +$601K | 3.9% | 7 |
|
|
2021
Q2 | $4.77M | Buy |
+105,323
| New | +$4.77M | 3.79% | 6 |
|
|
2018
Q4 | – | Sell |
-69,009
| Closed | -$3.63M | – | 141 |
|
|
2018
Q3 | $3.63M | Buy |
69,009
+30,329
| +78% | +$1.59M | 3.72% | 5 |
|
|
2018
Q2 | $2.14M | Buy |
38,680
+875
| +2% | +$48.5K | 2.57% | 9 |
|
|
2018
Q1 | $1.98M | Buy |
37,805
+37,776
| +130,262% | +$1.98M | 2.52% | 13 |
|
|
2017
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 87 |
|
|
2017
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 85 |
|
|
2017
Q2 | $2K | Sell |
29
-47,735
| -100% | -$3.29M | ﹤0.01% | 79 |
|
|
2017
Q1 | $2.66M | Sell |
47,764
-614
| -1% | -$34.2K | 3.4% | 15 |
|
|
2016
Q4 | $2.67M | Buy |
48,378
+4,291
| +10% | +$236K | 3.2% | 17 |
|
|
2016
Q3 | $1.95M | Buy |
44,087
+5,405
| +14% | +$239K | 2.82% | 17 |
|
|
2016
Q2 | $1.83M | Buy |
38,682
+3,130
| +9% | +$148K | 2.62% | 19 |
|
|
2016
Q1 | $1.72M | Buy |
35,552
+1,889
| +6% | +$91.3K | 2.6% | 20 |
|
|
2015
Q4 | $1.83M | Buy |
33,663
+1,684
| +5% | +$91.5K | 2.89% | 15 |
|
|
2015
Q3 | $1.64M | Buy |
31,979
+8,464
| +36% | +$435K | 2.7% | 16 |
|
|
2015
Q2 | $1.32M | Buy |
23,515
+535
| +2% | +$30.1K | 2.11% | 22 |
|
|
2015
Q1 | $1.25M | Buy |
22,980
+1,822
| +9% | +$99.1K | 2.12% | 22 |
|
|
2014
Q4 | $1.16M | Buy |
21,158
+1,079
| +5% | +$59.2K | 1.9% | 23 |
|
|
2014
Q3 | $1.04M | Buy |
20,079
+398
| +2% | +$20.6K | 1.83% | 23 |
|
|
2014
Q2 | $1.03M | Buy |
+19,681
| New | +$1.03M | 1.82% | 23 |
|