Kozak & Associates’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 | $18.4K | Buy |
225
+1
| +0.4% | +$82 | ﹤0.01% | 197 |
|
|
2025
Q1 | $14.1K | Buy |
224
+1
| +0.4% | +$63 | ﹤0.01% | 191 |
|
|
2024
Q4 | $15.9K | Buy |
223
+2
| +0.9% | +$142 | ﹤0.01% | 193 |
|
|
2024
Q3 | $14.1K | Buy |
221
+1
| +0.5% | +$64 | ﹤0.01% | 207 |
|
|
2024
Q2 | $13.3K | Buy |
220
+1
| +0.5% | +$61 | ﹤0.01% | 207 |
|
|
2024
Q1 | $13.3K | Buy |
219
+2
| +0.9% | +$122 | ﹤0.01% | 214 |
|
|
2023
Q4 | $10.2K | Buy |
217
+1
| +0.5% | +$47 | ﹤0.01% | 233 |
|
|
2023
Q3 | $8.56K | Buy |
216
+2
| +0.9% | +$79 | ﹤0.01% | 244 |
|
|
2023
Q2 | $9.28K | Buy |
214
+2
| +0.9% | +$87 | ﹤0.01% | 235 |
|
|
2023
Q1 | $7.93K | Sell |
212
-9
| -4% | -$337 | ﹤0.01% | 249 |
|
|
2022
Q4 | $9K | Hold |
221
| – | – | ﹤0.01% | 235 |
|
|
2022
Q3 | $9K | Buy |
221
+2
| +0.9% | +$81 | 0.01% | 231 |
|
|
2022
Q2 | $9K | Buy |
219
+51
| +30% | +$2.1K | 0.01% | 245 |
|
|
2022
Q1 | $8K | Hold |
168
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $8K | Sell |
168
-199
| -54% | -$9.48K | 0.01% | 283 |
|
|
2021
Q3 | $19K | Buy |
+367
| New | +$19K | 0.01% | 212 |
|