Koss-Olinger Consulting’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 | $207K | Sell |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $353K | Sell |
|
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|
2024
Q4 | $2.5M | Sell |
|
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|
2024
Q3 | $2.23M | Sell |
|
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $336K | Sell |
|
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|
2023
Q4 | $2.32M | Buy |
|
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|
2023
Q3 | $975K | Buy |
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|
2023
Q2 | $606K | Sell |
|
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|
2023
Q1 | $535K | Buy |
|
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|
2022
Q4 | $587K | Sell |
|
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|
2022
Q3 | $1.1M | Sell |
|
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|
2022
Q2 | $1.23M | Sell |
|
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.38M | Buy |
|
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.08M | Buy |
|