Keystone Financial Services (Colorado)’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 | $1.43M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $992K | Buy |
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|
2023
Q4 | $793K | Buy |
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|
2023
Q3 | $655K | Sell |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $738K | Buy |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $714K | Sell |
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|
2021
Q4 | $783K | Buy |
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