Kessler Investment Group’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 | $6.75M | Buy |
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|
2025
Q2 | $6.33M | Sell |
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|
2025
Q1 | $5.78M | Buy |
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|
2024
Q4 | $93.3K | Hold |
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|
2024
Q3 | $75K | Hold |
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|
2024
Q2 | $78.9K | Hold |
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|
2024
Q1 | $77K | Hold |
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|
2023
Q4 | $65.4K | Sell |
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|
2023
Q3 | $62.1K | Hold |
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|
2023
Q2 | $64.8K | Hold |
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|
2023
Q1 | $56.8K | Sell |
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|
2022
Q4 | $79K | Sell |
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|
2022
Q3 | $99K | Hold |
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|
2022
Q2 | $96K | Sell |
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|
2022
Q1 | $6.47M | Buy |
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|
2021
Q4 | $6.35M | Buy |
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|
2021
Q3 | $5.49M | Buy |
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|
2021
Q2 | $4.77M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.63M | Buy |
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|
2018
Q2 | $2.14M | Buy |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Sell |
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|
2017
Q1 | $2.66M | Sell |
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|
2016
Q4 | $2.67M | Buy |
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|
2016
Q3 | $1.95M | Buy |
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|
2016
Q2 | $1.83M | Buy |
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|
2016
Q1 | $1.72M | Buy |
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|
2015
Q4 | $1.83M | Buy |
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|
2015
Q3 | $1.64M | Buy |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $1.25M | Buy |
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|
2014
Q4 | $1.16M | Buy |
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|
2014
Q3 | $1.04M | Buy |
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|
2014
Q2 | $1.03M | Buy |
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