Koss-Olinger Consulting’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 | $293K | Sell |
3,660
-1,258
| -26% | -$101K | 0.02% | 271 |
|
|
2025
Q1 | $353K | Sell |
4,918
-30,618
| -86% | -$2.2M | 0.03% | 240 |
|
|
2024
Q4 | $2.5M | Sell |
35,536
-3,849
| -10% | -$270K | 0.22% | 53 |
|
|
2024
Q3 | $2.23M | Sell |
39,385
-116
| -0.3% | -$6.55K | 0.19% | 69 |
|
|
2024
Q2 | $2.35M | Buy |
39,501
+33,701
| +581% | +$2M | 0.22% | 58 |
|
|
2024
Q1 | $336K | Sell |
5,800
-41,248
| -88% | -$2.39M | 0.18% | 44 |
|
|
2023
Q4 | $2.32M | Buy |
47,048
+23,175
| +97% | +$1.14M | 0.23% | 46 |
|
|
2023
Q3 | $975K | Buy |
23,873
+9,683
| +68% | +$395K | 0.14% | 89 |
|
|
2023
Q2 | $606K | Sell |
14,190
-116
| -0.8% | -$4.95K | 0.07% | 122 |
|
|
2023
Q1 | $535K | Buy |
14,306
+100
| +0.7% | +$3.74K | 0.07% | 126 |
|
|
2022
Q4 | $587K | Sell |
14,206
-13,094
| -48% | -$541K | 0.08% | 112 |
|
|
2022
Q3 | $1.1M | Sell |
27,300
-4,002
| -13% | -$161K | 0.19% | 44 |
|
|
2022
Q2 | $1.23M | Sell |
31,302
-665
| -2% | -$26K | 0.22% | 40 |
|
|
2022
Q1 | $1.55M | Buy |
31,967
+50
| +0.2% | +$2.42K | 0.25% | 34 |
|
|
2021
Q4 | $1.53M | Buy |
31,917
+2,272
| +8% | +$109K | 0.24% | 33 |
|
|
2021
Q3 | $1.38M | Buy |
29,645
+723
| +2% | +$33.6K | 0.22% | 38 |
|
|
2021
Q2 | $1.31M | Buy |
28,922
+1,162
| +4% | +$52.6K | 0.19% | 55 |
|
|
2021
Q1 | $1.09M | Buy |
+27,760
| New | +$1.09M | 0.18% | 64 |
|