Klingenstein Fields & Co’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 | $394K | Sell |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $527K | Sell |
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|
2021
Q2 | $570K | Hold |
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|
2021
Q1 | $492K | Sell |
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|
2020
Q4 | $453K | Hold |
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|
2020
Q3 | $353K | Sell |
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|
2020
Q2 | $492K | Sell |
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|
2020
Q1 | $575K | Sell |
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|
2019
Q4 | $1.42M | Sell |
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|
2019
Q3 | $1.37M | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.98M | Buy |
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|
2018
Q4 | $878K | Sell |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $1.82M | Sell |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $3.55M | Sell |
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|
2017
Q3 | $3.49M | Buy |
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|
2017
Q2 | $3.33M | Sell |
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|
2017
Q1 | $3.36M | Sell |
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|
2016
Q4 | $3.37M | Sell |
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|
2016
Q3 | $2.74M | Buy |
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|
2016
Q2 | $2.6M | Buy |
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|
2016
Q1 | $2.65M | Hold |
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|
2015
Q4 | $2.98M | Buy |
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|
2015
Q3 | $2.81M | Sell |
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|
2015
Q2 | $3.31M | Sell |
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|
2015
Q1 | $3.23M | Sell |
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|
2014
Q4 | $3.27M | Sell |
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|
2014
Q3 | $3.1M | Sell |
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|
2014
Q2 | $3.42M | Hold |
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|
2014
Q1 | $3.23M | Sell |
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|
2013
Q4 | $3.25M | Sell |
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|
2013
Q3 | $3.12M | Sell |
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|
2013
Q2 | $4.4M | Buy |
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