Key Client Fiduciary Advisors’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
Q3
$511K Buy
2025
Q2
$488K Sell
2025
Q1
$440K Sell
2024
Q4
$436K Sell
2024
Q3
$376K Buy
2024
Q2
$371K Sell
2024
Q1
$370K Buy
2023
Q4
$252K Hold
2023
Q3
$209K Buy
2023
Q2
$216K Buy
2023
Q1
Sell
2022
Q4
$207K Buy