KFS
Kurt F. Somerville’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+2,650
| New | +$212K | 0.04% | 111 |
|
|
2018
Q3 | – | Sell |
-3,800
| Closed | -$211K | – | 111 |
|
|
2018
Q2 | $211K | Sell |
3,800
-1,000
| -21% | -$55.5K | 0.05% | 100 |
|
|
2018
Q1 | $252K | Sell |
4,800
-50
| -1% | -$2.63K | 0.06% | 98 |
|
|
2017
Q4 | $294K | Sell |
4,850
-400
| -8% | -$24.2K | 0.06% | 93 |
|
|
2017
Q3 | $290K | Sell |
5,250
-5,300
| -50% | -$293K | 0.06% | 91 |
|
|
2017
Q2 | $585K | Sell |
10,550
-1,150
| -10% | -$63.8K | 0.12% | 69 |
|
|
2017
Q1 | $651K | Sell |
11,700
-1,200
| -9% | -$66.8K | 0.14% | 68 |
|
|
2016
Q4 | $710K | Sell |
12,900
-2,000
| -13% | -$110K | 0.16% | 67 |
|
|
2016
Q3 | $659K | Hold |
14,900
| – | – | 0.14% | 69 |
|
|
2016
Q2 | $705K | Hold |
14,900
| – | – | 0.16% | 70 |
|
|
2016
Q1 | $720K | Sell |
14,900
-5,850
| -28% | -$283K | 0.16% | 69 |
|
|
2015
Q4 | $1.13M | Sell |
20,750
-950
| -4% | -$51.6K | 0.26% | 61 |
|
|
2015
Q3 | $1.11M | Buy |
21,700
+5,100
| +31% | +$262K | 0.28% | 56 |
|
|
2015
Q2 | $933K | Sell |
16,600
-600
| -3% | -$33.7K | 0.22% | 66 |
|
|
2015
Q1 | $936K | Hold |
17,200
| – | – | 0.21% | 69 |
|
|
2014
Q4 | $942K | Buy |
17,200
+10,300
| +149% | +$564K | 0.23% | 65 |
|
|
2014
Q3 | $358K | Hold |
6,900
| – | – | 0.14% | 81 |
|
|
2014
Q2 | $363K | Hold |
6,900
| – | – | 0.14% | 83 |
|
|
2014
Q1 | $344K | Buy |
6,900
+200
| +3% | +$9.97K | 0.14% | 82 |
|
|
2013
Q4 | $304K | Hold |
6,700
| – | – | 0.12% | 87 |
|
|
2013
Q3 | $277K | Hold |
6,700
| – | – | 0.11% | 91 |
|
|
2013
Q2 | $277K | Buy |
+6,700
| New | +$277K | 0.12% | 92 |
|