Kestra Private Wealth 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 | $10.5M | Buy |
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|
2025
Q1 | $8.4M | Buy |
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|
2024
Q4 | $6.93M | Buy |
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|
2024
Q3 | $4.46M | Sell |
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|
2024
Q2 | $5.75M | Buy |
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|
2024
Q1 | $5.49M | Buy |
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|
2023
Q4 | $4.62M | Buy |
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|
2023
Q3 | $3.51M | Buy |
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|
2023
Q2 | $3.35M | Buy |
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|
2023
Q1 | $2.39M | Buy |
|
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $3.38M | Buy |
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|
2021
Q4 | $3.3M | Sell |
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|
2021
Q3 | $3.69M | Sell |
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|
2021
Q2 | $3.79M | Buy |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $1.69M | Sell |
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|
2020
Q3 | $1.79M | Buy |
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