McKinley Carter Wealth Services’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 | $1.72M | Buy |
21,473
+16,802
| +360% | +$1.35M | 0.1% | 123 |
|
|
2025
Q1 | $335K | Buy |
4,671
+907
| +24% | +$65.1K | 0.02% | 249 |
|
|
2024
Q4 | $264K | Buy |
+3,764
| New | +$264K | 0.02% | 255 |
|
|
2024
Q3 | – | Sell |
-3,516
| Closed | -$209K | – | 308 |
|
|
2024
Q2 | $209K | Buy |
3,516
+21
| +0.6% | +$1.25K | 0.01% | 292 |
|
|
2024
Q1 | $203K | Buy |
+3,495
| New | +$203K | 0.01% | 294 |
|
|
2020
Q1 | – | Sell |
-3,833
| Closed | -$206K | – | 188 |
|
|
2019
Q4 | $206K | Buy |
+3,833
| New | +$206K | 0.05% | 159 |
|
|
2018
Q4 | – | Sell |
-3,905
| Closed | -$205K | – | 158 |
|
|
2018
Q3 | $205K | Hold |
3,905
| – | – | 0.06% | 155 |
|
|
2018
Q2 | $216K | Sell |
3,905
-159
| -4% | -$8.8K | 0.07% | 152 |
|
|
2018
Q1 | $213K | Sell |
4,064
-1,181
| -23% | -$61.9K | 0.07% | 151 |
|
|
2017
Q4 | $318K | Sell |
5,245
-4,331
| -45% | -$263K | 0.11% | 122 |
|
|
2017
Q3 | $528K | Sell |
9,576
-2,327
| -20% | -$128K | 0.2% | 84 |
|
|
2017
Q2 | $599K | Sell |
11,903
-708
| -6% | -$35.6K | 0.26% | 71 |
|
|
2017
Q1 | $640K | Buy |
12,611
+85
| +0.7% | +$4.31K | 0.3% | 67 |
|
|
2016
Q4 | $626K | Buy |
12,526
+2,003
| +19% | +$100K | 0.32% | 68 |
|
|
2016
Q3 | $466K | Sell |
10,523
-926
| -8% | -$41K | 0.24% | 76 |
|
|
2016
Q2 | $542K | Buy |
11,449
+345
| +3% | +$16.3K | 0.28% | 72 |
|
|
2016
Q1 | $537K | Buy |
11,104
+1,847
| +20% | +$89.3K | 0.3% | 74 |
|
|
2015
Q4 | $503K | Sell |
9,257
-97
| -1% | -$5.27K | 0.29% | 69 |
|
|
2015
Q3 | $480K | Sell |
9,354
-731
| -7% | -$37.5K | 0.3% | 68 |
|
|
2015
Q2 | $567K | Buy |
10,085
+1,519
| +18% | +$85.4K | 0.31% | 72 |
|
|
2015
Q1 | $466K | Buy |
8,566
+2,883
| +51% | +$157K | 0.3% | 72 |
|
|
2014
Q4 | $312K | Buy |
+5,683
| New | +$312K | 0.24% | 79 |
|