Kestra Advisory Services’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
Q2 | $13.4M | Buy |
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|
2025
Q1 | $11.4M | Sell |
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|
2024
Q4 | $12.4M | Sell |
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|
2024
Q3 | $30.3M | Buy |
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|
2024
Q2 | $30.6M | Buy |
|
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|
2024
Q1 | $9.66M | Buy |
|
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|
2023
Q4 | $7.61M | Sell |
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|
2023
Q3 | $6.64M | Buy |
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|
2023
Q2 | $6.65M | Sell |
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|
2023
Q1 | $6.18M | Sell |
|
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|
2022
Q4 | $8.81M | Sell |
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|
2022
Q3 | $8.94M | Buy |
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|
2022
Q2 | $7.83M | Buy |
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|
2022
Q1 | $9.08M | Buy |
|
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|
2021
Q4 | $8.14M | Sell |
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|
2021
Q3 | $17.1M | Buy |
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|
2021
Q2 | $8.39M | Sell |
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|
2021
Q1 | $7.39M | Sell |
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|
2020
Q4 | $6.72M | Buy |
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|
2020
Q3 | $2.61M | Buy |
|