KJWM
Kiley Juergens Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
11,349
-28
| -0.2% | -$2.24K | 0.21% | 59 |
|
|
2025
Q1 | $817K | Sell |
11,377
-2,490
| -18% | -$179K | 0.22% | 59 |
|
|
2024
Q4 | $974K | Sell |
13,867
-156
| -1% | -$11K | 0.24% | 55 |
|
|
2024
Q3 | $792K | Buy |
14,023
+117
| +0.8% | +$6.61K | 0.21% | 56 |
|
|
2024
Q2 | $826K | Sell |
13,906
-164
| -1% | -$9.74K | 0.23% | 52 |
|
|
2024
Q1 | $815K | Buy |
14,070
+340
| +2% | +$19.7K | 0.25% | 47 |
|
|
2023
Q4 | $676K | Sell |
13,730
-585
| -4% | -$28.8K | 0.23% | 54 |
|
|
2023
Q3 | $585K | Buy |
+14,315
| New | +$585K | 0.21% | 61 |
|
|
2020
Q3 | – | Sell |
-13,719
| Closed | -$351K | – | 49 |
|
|
2020
Q2 | $351K | Sell |
13,719
-234
| -2% | -$5.99K | 0.29% | 42 |
|
|
2020
Q1 | $400K | Buy |
13,953
+252
| +2% | +$7.22K | 0.41% | 36 |
|
|
2019
Q4 | $737K | Buy |
13,701
+2,000
| +17% | +$108K | 0.65% | 31 |
|
|
2019
Q3 | $590K | Buy |
11,701
+559
| +5% | +$28.2K | 0.65% | 30 |
|
|
2019
Q2 | $527K | Sell |
11,142
-247
| -2% | -$11.7K | 0.59% | 35 |
|
|
2019
Q1 | $550K | Buy |
11,389
+147
| +1% | +$7.1K | 0.69% | 29 |
|
|
2018
Q4 | $518K | Buy |
11,242
+295
| +3% | +$13.6K | 0.73% | 30 |
|
|
2018
Q3 | $575K | Buy |
10,947
+5,541
| +102% | +$291K | 0.43% | 50 |
|
|
2018
Q2 | $299K | Buy |
5,406
+1
| +0% | +$55 | 0.27% | 65 |
|
|
2018
Q1 | $283K | Buy |
5,405
+29
| +0.5% | +$1.52K | 0.31% | 62 |
|
|
2017
Q4 | $326K | Buy |
+5,376
| New | +$326K | 0.29% | 58 |
|