Kestra Private Wealth Services’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 | $10.5M | Buy |
130,725
+13,779
| +12% | +$1.1M | 0.15% | 157 |
|
|
2025
Q1 | $8.4M | Buy |
116,946
+18,247
| +18% | +$1.31M | 0.14% | 172 |
|
|
2024
Q4 | $6.93M | Buy |
98,699
+19,757
| +25% | +$1.39M | 0.12% | 190 |
|
|
2024
Q3 | $4.46M | Sell |
78,942
-17,819
| -18% | -$1.01M | 0.08% | 249 |
|
|
2024
Q2 | $5.75M | Buy |
96,761
+2,016
| +2% | +$120K | 0.12% | 197 |
|
|
2024
Q1 | $5.49M | Buy |
94,745
+970
| +1% | +$56.2K | 0.12% | 187 |
|
|
2023
Q4 | $4.62M | Buy |
93,775
+7,848
| +9% | +$386K | 0.12% | 198 |
|
|
2023
Q3 | $3.51M | Buy |
85,927
+7,334
| +9% | +$300K | 0.11% | 210 |
|
|
2023
Q2 | $3.35M | Buy |
78,593
+14,573
| +23% | +$622K | 0.11% | 200 |
|
|
2023
Q1 | $2.39M | Buy |
64,020
+10,397
| +19% | +$389K | 0.1% | 230 |
|
|
2022
Q4 | $2.21M | Sell |
53,623
-5,429
| -9% | -$224K | 0.11% | 212 |
|
|
2022
Q3 | $2.38M | Sell |
59,052
-7,748
| -12% | -$312K | 0.14% | 175 |
|
|
2022
Q2 | $2.62M | Sell |
66,800
-3,034
| -4% | -$119K | 0.15% | 164 |
|
|
2022
Q1 | $3.38M | Buy |
69,834
+1,025
| +1% | +$49.7K | 0.17% | 144 |
|
|
2021
Q4 | $3.3M | Sell |
68,809
-10,643
| -13% | -$511K | 0.16% | 146 |
|
|
2021
Q3 | $3.69M | Sell |
79,452
-4,156
| -5% | -$193K | 0.21% | 122 |
|
|
2021
Q2 | $3.79M | Buy |
83,608
+23,993
| +40% | +$1.09M | 0.23% | 103 |
|
|
2021
Q1 | $2.33M | Buy |
59,615
+2,677
| +5% | +$105K | 0.16% | 152 |
|
|
2020
Q4 | $1.69M | Sell |
56,938
-20,958
| -27% | -$624K | 0.12% | 186 |
|
|
2020
Q3 | $1.79M | Buy |
+77,896
| New | +$1.79M | 0.16% | 149 |
|