Kiley Juergens Wealth Management’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 | $909K | Sell |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $974K | Sell |
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|
2024
Q3 | $792K | Buy |
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|
2024
Q2 | $826K | Sell |
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|
2024
Q1 | $815K | Buy |
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|
2023
Q4 | $676K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $737K | Buy |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $527K | Sell |
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|
2019
Q1 | $550K | Buy |
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|
2018
Q4 | $518K | Buy |
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|
2018
Q3 | $575K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $283K | Buy |
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|
2017
Q4 | $326K | Buy |
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