KL
KWMG LLC’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
2,913
+21
| +0.7% | +$1.68K | 0.02% | 141 |
|
|
2025
Q1 | $208K | Buy |
2,892
+3
| +0.1% | +$215 | 0.02% | 139 |
|
|
2024
Q4 | $203K | Buy |
+2,889
| New | +$203K | 0.02% | 139 |
|
|
2019
Q2 | – | Sell |
-135
| Closed | -$7K | – | 416 |
|
|
2019
Q1 | $7K | Sell |
135
-93
| -41% | -$4.82K | ﹤0.01% | 316 |
|
|
2018
Q4 | $11K | Sell |
228
-14
| -6% | -$675 | ﹤0.01% | 280 |
|
|
2018
Q3 | $13K | Hold |
242
| – | – | ﹤0.01% | 272 |
|
|
2018
Q2 | $13K | Buy |
+242
| New | +$13K | ﹤0.01% | 263 |
|