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 |
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2025
Q2 | $488K | Sell |
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2025
Q1 | $440K | Sell |
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2024
Q4 | $436K | Sell |
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2024
Q3 | $376K | Buy |
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2024
Q2 | $371K | Sell |
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2024
Q1 | $370K | Buy |
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2023
Q4 | $252K | Hold |
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2023
Q3 | $209K | Buy |
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2023
Q2 | $216K | Buy |
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2023
Q1 | – | Sell |
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2022
Q4 | $207K | Buy |
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