Key Financial Inc’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
Q2 | $163K | Buy |
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|
2025
Q1 | $126K | Hold |
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|
2024
Q4 | $123K | Buy |
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|
2024
Q3 | $94.8K | Sell |
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|
2024
Q2 | $100K | Buy |
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|
2024
Q1 | $85.6K | Hold |
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|
2023
Q4 | $72.7K | Sell |
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|
2023
Q3 | $63.6K | Sell |
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|
2023
Q2 | $83K | Buy |
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|
2023
Q1 | $61.9K | Hold |
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|
2022
Q4 | $66.6K | Hold |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $124K | Buy |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | $55K | Hold |
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|
2021
Q1 | $47K | Buy |
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|
2020
Q4 | $31K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $96K | Buy |
|