KCFA
Key Client Fiduciary Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
6,093
-35
| -0.6% | -$2.8K | 0.2% | 111 |
|
|
2025
Q1 | $440K | Sell |
6,128
-79
| -1% | -$5.67K | 0.2% | 109 |
|
|
2024
Q4 | $436K | Sell |
6,207
-451
| -7% | -$31.7K | 0.19% | 111 |
|
|
2024
Q3 | $376K | Buy |
6,658
+413
| +7% | +$23.3K | 0.17% | 123 |
|
|
2024
Q2 | $371K | Sell |
6,245
-145
| -2% | -$8.61K | 0.18% | 117 |
|
|
2024
Q1 | $370K | Buy |
6,390
+1,278
| +25% | +$74.1K | 0.2% | 124 |
|
|
2023
Q4 | $252K | Hold |
5,112
| – | – | 0.15% | 146 |
|
|
2023
Q3 | $209K | Buy |
5,112
+40
| +0.8% | +$1.64K | 0.13% | 157 |
|
|
2023
Q2 | $216K | Buy |
+5,072
| New | +$216K | 0.13% | 161 |
|
|
2023
Q1 | – | Sell |
-5,016
| Closed | -$207K | – | 170 |
|
|
2022
Q4 | $207K | Buy |
+5,016
| New | +$207K | 0.14% | 145 |
|