Keynote Financial Services’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 | $328K | Sell |
4,100
-125
| -3% | -$10K | 0.22% | 114 |
|
|
2025
Q1 | $303K | Sell |
4,225
-65
| -2% | -$4.67K | 0.22% | 116 |
|
|
2024
Q4 | $301K | Hold |
4,290
| – | – | 0.23% | 112 |
|
|
2024
Q3 | $242K | Buy |
4,290
+190
| +5% | +$10.7K | 0.19% | 122 |
|
|
2024
Q2 | $243K | Hold |
4,100
| – | – | 0.2% | 117 |
|
|
2024
Q1 | $238K | Buy |
+4,100
| New | +$238K | 0.2% | 118 |
|