Kingswood Wealth Advisors’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 | $1.15M | Buy |
14,368
+1,020
| +8% | +$81.7K | 0.09% | 233 |
|
|
2025
Q1 | $958K | Sell |
13,348
-5,066
| -28% | -$364K | 0.09% | 252 |
|
|
2024
Q4 | $1.29M | Sell |
18,414
-32,840
| -64% | -$2.31M | 0.1% | 221 |
|
|
2024
Q3 | $2.89M | Buy |
51,254
+1,010
| +2% | +$57K | 0.21% | 113 |
|
|
2024
Q2 | $2.98M | Sell |
50,244
-456
| -0.9% | -$27.1K | 0.27% | 80 |
|
|
2024
Q1 | $2.94M | Sell |
50,700
-2,631
| -5% | -$152K | 0.34% | 63 |
|
|
2023
Q4 | $2.62M | Sell |
53,331
-4,422
| -8% | -$218K | 0.3% | 69 |
|
|
2023
Q3 | $2.36M | Buy |
57,753
+46,303
| +404% | +$1.89M | 0.4% | 63 |
|
|
2023
Q2 | $489K | Buy |
+11,450
| New | +$489K | 0.16% | 139 |
|