Keystone Financial Services (Colorado)’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 | $1.43M | Buy |
17,800
+419
| +2% | +$33.6K | 0.49% | 29 |
|
|
2025
Q1 | $1.25M | Sell |
17,381
-1,137
| -6% | -$81.6K | 0.48% | 28 |
|
|
2024
Q4 | $1.3M | Sell |
18,518
-808
| -4% | -$56.8K | 0.5% | 23 |
|
|
2024
Q3 | $1.09M | Buy |
19,326
+1,360
| +8% | +$76.8K | 0.42% | 26 |
|
|
2024
Q2 | $1.07M | Buy |
17,966
+847
| +5% | +$50.3K | 0.44% | 27 |
|
|
2024
Q1 | $992K | Buy |
17,119
+1,010
| +6% | +$58.5K | 0.43% | 29 |
|
|
2023
Q4 | $793K | Buy |
16,109
+76
| +0.5% | +$3.74K | 0.37% | 31 |
|
|
2023
Q3 | $655K | Sell |
16,033
-31
| -0.2% | -$1.27K | 0.35% | 32 |
|
|
2023
Q2 | $686K | Buy |
16,064
+81
| +0.5% | +$3.46K | 0.35% | 30 |
|
|
2023
Q1 | $597K | Buy |
15,983
+232
| +1% | +$8.67K | 0.32% | 33 |
|
|
2022
Q4 | $738K | Buy |
15,751
+6
| +0% | +$281 | 0.4% | 26 |
|
|
2022
Q3 | $719K | Sell |
15,745
-800
| -5% | -$36.5K | 0.42% | 26 |
|
|
2022
Q2 | $709K | Buy |
16,545
+292
| +2% | +$12.5K | 0.39% | 31 |
|
|
2022
Q1 | $714K | Sell |
16,253
-86
| -0.5% | -$3.78K | 0.41% | 30 |
|
|
2021
Q4 | $783K | Buy |
+16,339
| New | +$783K | 0.4% | 32 |
|