Kuhn & Co Investment Counsel’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 | $3.6M | Sell |
44,942
-61
| -0.1% | -$4.89K | 2.72% | 7 |
|
|
2025
Q1 | $3.23M | Buy |
45,003
+61
| +0.1% | +$4.38K | 2.72% | 7 |
|
|
2024
Q4 | $3.16M | Hold |
44,942
| – | – | 2.68% | 7 |
|
|
2024
Q3 | $2.54M | Sell |
44,942
-88
| -0.2% | -$4.97K | 2.17% | 8 |
|
|
2024
Q2 | $2.67M | Sell |
45,030
-71
| -0.2% | -$4.22K | 2.4% | 8 |
|
|
2024
Q1 | $2.61M | Hold |
45,101
| – | – | 2.46% | 8 |
|
|
2023
Q4 | $2.22M | Buy |
+45,101
| New | +$2.22M | 2.27% | 7 |
|