Koshinski Asset Management’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 | $1.01M | Buy |
12,550
+2,365
| +23% | +$189K | 0.08% | 267 |
|
|
2025
Q1 | $731K | Buy |
10,185
+875
| +9% | +$62.8K | 0.06% | 303 |
|
|
2024
Q4 | $654M | Buy |
9,310
+112
| +1% | +$7.87M | 0.06% | 314 |
|
|
2024
Q3 | $520K | Buy |
9,198
+6
| +0.1% | +$339 | 0.04% | 359 |
|
|
2024
Q2 | $550K | Sell |
9,192
-771
| -8% | -$46.2K | 0.05% | 319 |
|
|
2024
Q1 | $577K | Buy |
+9,963
| New | +$577K | 0.06% | 298 |
|
|
2023
Q4 | – | Sell |
-16,250
| Closed | -$664K | – | 647 |
|
|
2023
Q3 | $664K | Buy |
16,250
+451
| +3% | +$18.4K | 0.08% | 264 |
|
|
2023
Q2 | $674K | Sell |
15,799
-1,759
| -10% | -$75.1K | 0.07% | 275 |
|
|
2023
Q1 | $656K | Buy |
17,558
+828
| +5% | +$31K | 0.06% | 281 |
|
|
2022
Q4 | $691K | Buy |
16,730
+143
| +0.9% | +$5.91K | 0.07% | 296 |
|
|
2022
Q3 | $667K | Buy |
16,587
+408
| +3% | +$16.4K | 0.08% | 272 |
|
|
2022
Q2 | $634K | Sell |
16,179
-1,102
| -6% | -$43.2K | 0.06% | 319 |
|
|
2022
Q1 | $837K | Sell |
17,281
-871
| -5% | -$42.2K | 0.07% | 285 |
|
|
2021
Q4 | $871K | Buy |
18,152
+178
| +1% | +$8.54K | 0.07% | 287 |
|
|
2021
Q3 | $834K | Buy |
17,974
+6,171
| +52% | +$286K | 0.07% | 290 |
|
|
2021
Q2 | $535K | Buy |
11,803
+2,535
| +27% | +$115K | 0.07% | 315 |
|
|
2021
Q1 | $362K | Buy |
+9,268
| New | +$362K | 0.04% | 430 |
|
|
2020
Q4 | – | Sell |
-9,748
| Closed | -$250 | – | 584 |
|
|
2020
Q3 | $250 | Sell |
9,748
-811
| -8% | -$21 | 0.03% | 438 |
|
|
2020
Q2 | $270K | Sell |
10,559
-1,991
| -16% | -$50.9K | 0.04% | 408 |
|
|
2020
Q1 | $360K | Sell |
12,550
-342
| -3% | -$9.81K | 0.08% | 308 |
|
|
2019
Q4 | $691K | Buy |
12,892
+1,931
| +18% | +$104K | 0.12% | 248 |
|
|
2019
Q3 | $553K | Sell |
10,961
-201
| -2% | -$10.1K | 0.38% | 79 |
|
|
2019
Q2 | $528K | Sell |
11,162
-1,853
| -14% | -$87.7K | 0.21% | 143 |
|
|
2019
Q1 | $629 | Sell |
13,015
-19,186
| -60% | -$927 | 0.17% | 165 |
|
|
2018
Q4 | $1.2M | Buy |
32,201
+9,808
| +44% | +$366K | 0.3% | 102 |
|
|
2018
Q3 | $1.18M | Buy |
22,393
+11,304
| +102% | +$594K | 0.17% | 183 |
|
|
2018
Q2 | $615K | Sell |
11,089
-1,407
| -11% | -$78K | 0.19% | 173 |
|
|
2018
Q1 | $655K | Sell |
12,496
-5,164
| -29% | -$271K | 0.2% | 171 |
|
|
2017
Q4 | $1.07M | Buy |
17,660
+5,452
| +45% | +$331K | 0.27% | 123 |
|
|
2017
Q3 | $673K | Sell |
12,208
-2,920
| -19% | -$161K | 0.22% | 146 |
|
|
2017
Q2 | $838K | Buy |
15,128
+4,362
| +41% | +$242K | 0.31% | 106 |
|
|
2017
Q1 | $599K | Buy |
10,766
+2,659
| +33% | +$148K | 0.23% | 132 |
|
|
2016
Q4 | $447K | Sell |
8,107
-3,902
| -32% | -$215K | 0.22% | 152 |
|
|
2016
Q3 | $532K | Sell |
12,009
-979
| -8% | -$43.4K | 0.26% | 126 |
|
|
2016
Q2 | $615K | Buy |
12,988
+2,761
| +27% | +$131K | 0.34% | 109 |
|
|
2016
Q1 | $495K | Buy |
10,227
+654
| +7% | +$31.7K | 0.32% | 109 |
|
|
2015
Q4 | $520K | Buy |
9,573
+927
| +11% | +$50.4K | 0.36% | 91 |
|
|
2015
Q3 | $486K | Buy |
8,646
+720
| +9% | +$40.5K | 0.31% | 98 |
|
|
2015
Q2 | $446K | Buy |
7,926
+355
| +5% | +$20K | 0.28% | 109 |
|
|
2015
Q1 | $412K | Buy |
7,571
+244
| +3% | +$13.3K | 0.27% | 109 |
|
|
2014
Q4 | $402K | Buy |
+7,327
| New | +$402K | 0.23% | 126 |
|