Klingman & Associates’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
Q3 | $873K | Buy |
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|
2025
Q2 | $299K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $552K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $58K | Hold |
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|
2016
Q2 | $62K | Hold |
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|
2016
Q1 | $63K | Hold |
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|
2015
Q4 | $71K | Sell |
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|
2015
Q3 | $323K | Buy |
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|
2015
Q2 | $73K | Hold |
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|
2015
Q1 | $71K | Hold |
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|
2014
Q4 | $71K | Buy |
|