KMWM
Keudell/Morrison Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Buy |
12,146
+28
| +0.2% | +$2.24K | 0.22% | 68 |
|
|
2025
Q1 | $870K | Buy |
12,118
+685
| +6% | +$49.2K | 0.21% | 73 |
|
|
2024
Q4 | $803K | Sell |
11,433
-278
| -2% | -$19.5K | 0.21% | 77 |
|
|
2024
Q3 | $662K | Sell |
11,711
-109
| -0.9% | -$6.16K | 0.18% | 93 |
|
|
2024
Q2 | $702K | Sell |
11,820
-2,972
| -20% | -$177K | 0.21% | 89 |
|
|
2024
Q1 | $857K | Sell |
14,792
-1,601
| -10% | -$92.8K | 0.26% | 76 |
|
|
2023
Q4 | $807K | Sell |
16,393
-36
| -0.2% | -$1.77K | 0.27% | 75 |
|
|
2023
Q3 | $671K | Buy |
16,429
+12
| +0.1% | +$490 | 0.2% | 78 |
|
|
2023
Q2 | $701K | Sell |
16,417
-374
| -2% | -$16K | 0.2% | 81 |
|
|
2023
Q1 | $628K | Buy |
16,791
+568
| +4% | +$21.2K | 0.18% | 86 |
|
|
2022
Q4 | $670K | Sell |
16,223
-227
| -1% | -$9.37K | 0.21% | 82 |
|
|
2022
Q3 | $662K | Sell |
16,450
-66
| -0.4% | -$2.66K | 0.25% | 80 |
|
|
2022
Q2 | $647K | Buy |
16,516
+296
| +2% | +$11.6K | 0.24% | 86 |
|
|
2022
Q1 | $786K | Sell |
16,220
-74
| -0.5% | -$3.59K | 0.33% | 75 |
|
|
2021
Q4 | $782K | Sell |
16,294
-992
| -6% | -$47.6K | 0.31% | 73 |
|
|
2021
Q3 | $802K | Sell |
17,286
-1,574
| -8% | -$73K | 0.34% | 65 |
|
|
2021
Q2 | $854K | Buy |
18,860
+439
| +2% | +$19.9K | 0.47% | 66 |
|
|
2021
Q1 | $720K | Buy |
18,421
+739
| +4% | +$28.9K | 0.42% | 73 |
|
|
2020
Q4 | $534K | Buy |
17,682
+541
| +3% | +$16.3K | 0.34% | 85 |
|
|
2020
Q3 | $403K | Buy |
17,141
+489
| +3% | +$11.5K | 0.26% | 94 |
|
|
2020
Q2 | $426K | Sell |
16,652
-865
| -5% | -$22.1K | 0.35% | 89 |
|
|
2020
Q1 | $503K | Buy |
17,517
+528
| +3% | +$15.2K | 0.49% | 73 |
|
|
2019
Q4 | $914K | Buy |
16,989
+175
| +1% | +$9.42K | 0.63% | 52 |
|
|
2019
Q3 | $848K | Sell |
16,814
-459
| -3% | -$23.1K | 0.7% | 51 |
|
|
2019
Q2 | $791K | Buy |
17,273
+787
| +5% | +$36K | 0.69% | 51 |
|
|
2019
Q1 | $797K | Buy |
+16,486
| New | +$797K | 0.7% | 49 |
|