KMG Fiduciary Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $288K | Sell |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.59M | Sell |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $5.31M | Buy |
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|
2019
Q3 | $4.8M | Buy |
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|
2019
Q2 | $3.38M | Buy |
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|
2019
Q1 | $3.41M | Buy |
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|
2018
Q4 | $3.18M | Buy |
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