Keudell/Morrison Wealth Management’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 | $973K | Buy |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $803K | Sell |
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|
2024
Q3 | $662K | Sell |
|
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $857K | Sell |
|
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $671K | Buy |
|
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $628K | Buy |
|
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $662K | Sell |
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|
2022
Q2 | $647K | Buy |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $782K | Sell |
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|
2021
Q3 | $802K | Sell |
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|
2021
Q2 | $854K | Buy |
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|
2021
Q1 | $720K | Buy |
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|
2020
Q4 | $534K | Buy |
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|
2020
Q3 | $403K | Buy |
|
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $503K | Buy |
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|
2019
Q4 | $914K | Buy |
|
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|
2019
Q3 | $848K | Sell |
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|
2019
Q2 | $791K | Buy |
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|
2019
Q1 | $797K | Buy |
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