Klingman & Associates’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 | $299K | Buy |
+3,734
| New | +$299K | 0.02% | 243 |
|
|
2018
Q1 | – | Sell |
-9,091
| Closed | -$552K | – | 116 |
|
|
2017
Q4 | $552K | Buy |
+9,091
| New | +$552K | 0.12% | 65 |
|
|
2016
Q4 | – | Sell |
-1,303
| Closed | -$58K | – | 322 |
|
|
2016
Q3 | $58K | Hold |
1,303
| – | – | 0.02% | 177 |
|
|
2016
Q2 | $62K | Hold |
1,303
| – | – | 0.02% | 176 |
|
|
2016
Q1 | $63K | Hold |
1,303
| – | – | 0.02% | 179 |
|
|
2015
Q4 | $71K | Sell |
1,303
-5,000
| -79% | -$272K | 0.03% | 193 |
|
|
2015
Q3 | $323K | Buy |
6,303
+5,000
| +384% | +$256K | 0.13% | 79 |
|
|
2015
Q2 | $73K | Hold |
1,303
| – | – | 0.03% | 163 |
|
|
2015
Q1 | $71K | Hold |
1,303
| – | – | 0.03% | 155 |
|
|
2014
Q4 | $71K | Buy |
+1,303
| New | +$71K | 0.03% | 155 |
|