Krilogy Financial’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 | $838K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $311K | Buy |
|
|||||
|
2022
Q4 | $267K | Sell |
|
|||||
|
2022
Q3 | $378K | Sell |
|
|||||
|
2022
Q2 | $490K | Buy |
|
|||||
|
2022
Q1 | $409K | Buy |
|
|||||
|
2021
Q4 | $331K | Buy |
|
|||||
|
2021
Q3 | $262K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $203K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $185K | Buy |
|
|||||
|
2017
Q4 | $160K | Sell |
|
|||||
|
2017
Q3 | $307K | Buy |
|
|||||
|
2017
Q2 | $297K | Sell |
|
|||||
|
2017
Q1 | $338K | Hold |
|
|||||
|
2016
Q4 | $338K | Buy |
|
|||||
|
2016
Q3 | $248K | Sell |
|
|||||
|
2016
Q2 | $266K | Buy |
|
|||||
|
2016
Q1 | $235K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $199K | Buy |
|