KLCM
KG&L Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
15,432
+5,205
| +51% | +$360K | 0.32% | 65 |
|
|
2025
Q1 | $602K | Buy |
10,227
+183
| +2% | +$10.8K | 0.2% | 104 |
|
|
2024
Q4 | $580K | Sell |
10,044
-17,290
| -63% | -$998K | 0.19% | 104 |
|
|
2024
Q3 | $1.48M | Buy |
27,334
+16,019
| +142% | +$867K | 0.48% | 47 |
|
|
2024
Q2 | $594K | Buy |
11,315
+698
| +7% | +$36.6K | 0.21% | 105 |
|
|
2024
Q1 | $544K | Sell |
10,617
-2,112
| -17% | -$108K | 0.22% | 101 |
|
|
2023
Q4 | $593K | Sell |
12,729
-34,932
| -73% | -$1.63M | 0.25% | 84 |
|
|
2023
Q3 | $1.95M | Sell |
47,661
-3,721
| -7% | -$152K | 0.94% | 21 |
|
|
2023
Q2 | $2.19M | Sell |
51,382
-643
| -1% | -$27.4K | 1.05% | 20 |
|
|
2023
Q1 | $1.94M | Buy |
52,025
+4,890
| +10% | +$183K | 1.02% | 23 |
|
|
2022
Q4 | $1.95M | Buy |
47,135
+5,461
| +13% | +$225K | 1.12% | 20 |
|
|
2022
Q3 | $1.68M | Buy |
41,674
+983
| +2% | +$39.5K | 0.95% | 28 |
|
|
2022
Q2 | $1.59M | Sell |
40,691
-544
| -1% | -$21.3K | 0.86% | 29 |
|
|
2022
Q1 | $2M | Sell |
41,235
-5,126
| -11% | -$248K | 0.83% | 29 |
|
|
2021
Q4 | $2.22M | Sell |
46,361
-2,129
| -4% | -$102K | 0.9% | 29 |
|
|
2021
Q3 | $2.25M | Sell |
48,490
-2,013
| -4% | -$93.4K | 0.99% | 29 |
|
|
2021
Q2 | $2.29M | Sell |
50,503
-627
| -1% | -$28.4K | 1.04% | 27 |
|
|
2021
Q1 | $2M | Sell |
51,130
-7,710
| -13% | -$301K | 0.99% | 27 |
|
|
2020
Q4 | $1.78M | Sell |
58,840
-3,402
| -5% | -$103K | 0.97% | 25 |
|
|
2020
Q3 | $1.46M | Buy |
62,242
+2,719
| +5% | +$63.9K | 0.92% | 31 |
|
|
2020
Q2 | $1.52M | Buy |
59,523
+20,026
| +51% | +$512K | 1.17% | 26 |
|
|
2020
Q1 | $1.13M | Sell |
39,497
-684
| -2% | -$19.6K | 1.13% | 27 |
|
|
2019
Q4 | $2.16M | Sell |
40,181
-1,294
| -3% | -$69.6K | 1.83% | 10 |
|
|
2019
Q3 | $2.09M | Sell |
41,475
-10,228
| -20% | -$516K | 1.9% | 9 |
|
|
2019
Q2 | $2.45M | Buy |
51,703
+11,162
| +28% | +$528K | 2.33% | 9 |
|
|
2019
Q1 | $1.96M | Buy |
40,541
+6,429
| +19% | +$311K | 1.98% | 9 |
|
|
2018
Q4 | $1.57M | Buy |
+34,112
| New | +$1.57M | 1.76% | 9 |
|