Keystone Wealth 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 | $2.88M | Buy |
35,979
+9
| +0% | +$721 | 0.7% | 30 |
|
|
2025
Q1 | $2.58M | Buy |
35,970
+1
| +0% | +$72 | 0.7% | 32 |
|
|
2024
Q4 | $2.53M | Sell |
35,969
-1
| -0% | -$70 | 0.67% | 33 |
|
|
2024
Q3 | $2.03M | Sell |
35,970
-108
| -0.3% | -$6.1K | 0.56% | 39 |
|
|
2024
Q2 | $2.14M | Buy |
36,078
+2
| +0% | +$119 | 0.67% | 37 |
|
|
2024
Q1 | $2.09M | Sell |
36,076
-109
| -0.3% | -$6.32K | 0.68% | 38 |
|
|
2023
Q4 | $1.78M | Buy |
36,185
+2,131
| +6% | +$105K | 0.61% | 40 |
|
|
2023
Q3 | $1.39M | Sell |
34,054
-381
| -1% | -$15.6K | 0.53% | 47 |
|
|
2023
Q2 | $1.47M | Sell |
34,435
-73
| -0.2% | -$3.12K | 0.55% | 44 |
|
|
2023
Q1 | $1.29M | Sell |
34,508
-23
| -0.1% | -$860 | 0.53% | 45 |
|
|
2022
Q4 | $1.43M | Buy |
34,531
+80
| +0.2% | +$3.3K | 0.62% | 40 |
|
|
2022
Q3 | $1.39M | Buy |
+34,451
| New | +$1.39M | 0.65% | 34 |
|