Key Financial Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
2,034
+285
| +16% | +$22.8K | 0.03% | 310 |
|
|
2025
Q1 | $126K | Hold |
1,749
| – | – | 0.03% | 326 |
|
|
2024
Q4 | $123K | Buy |
1,749
+71
| +4% | +$4.99K | 0.03% | 321 |
|
|
2024
Q3 | $94.8K | Sell |
1,678
-8
| -0.5% | -$452 | 0.02% | 355 |
|
|
2024
Q2 | $100K | Buy |
1,686
+209
| +14% | +$12.4K | 0.02% | 340 |
|
|
2024
Q1 | $85.6K | Hold |
1,477
| – | – | 0.02% | 349 |
|
|
2023
Q4 | $72.7K | Sell |
1,477
-80
| -5% | -$3.94K | 0.02% | 366 |
|
|
2023
Q3 | $63.6K | Sell |
1,557
-387
| -20% | -$15.8K | 0.02% | 362 |
|
|
2023
Q2 | $83K | Buy |
1,944
+287
| +17% | +$12.2K | 0.03% | 331 |
|
|
2023
Q1 | $61.9K | Hold |
1,657
| – | – | 0.02% | 359 |
|
|
2022
Q4 | $66.6K | Hold |
1,657
| – | – | 0.03% | 314 |
|
|
2022
Q3 | $67K | Sell |
1,657
-1,445
| -47% | -$58.4K | 0.03% | 317 |
|
|
2022
Q2 | $124K | Buy |
3,102
+505
| +19% | +$20.2K | 0.07% | 210 |
|
|
2022
Q1 | $126K | Buy |
2,597
+1,317
| +103% | +$63.9K | 0.06% | 217 |
|
|
2021
Q4 | $61K | Hold |
1,280
| – | – | 0.03% | 319 |
|
|
2021
Q3 | $59K | Buy |
1,280
+77
| +6% | +$3.55K | 0.03% | 323 |
|
|
2021
Q2 | $55K | Hold |
1,203
| – | – | 0.03% | 343 |
|
|
2021
Q1 | $47K | Buy |
1,203
+173
| +17% | +$6.76K | 0.03% | 286 |
|
|
2020
Q4 | $31K | Buy |
+1,030
| New | +$31K | 0.02% | 318 |
|
|
2020
Q2 | – | Sell |
-3,210
| Closed | -$96K | – | 645 |
|
|
2020
Q1 | $96K | Buy |
+3,210
| New | +$96K | 0.1% | 165 |
|