McKinley Carter Wealth Services’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 | $1.81M | Buy |
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|
2025
Q2 | $1.72M | Buy |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Hold |
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|
2018
Q2 | $216K | Sell |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $318K | Sell |
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|
2017
Q3 | $528K | Sell |
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|
2017
Q2 | $599K | Sell |
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|
2017
Q1 | $640K | Buy |
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|
2016
Q4 | $626K | Buy |
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|
2016
Q3 | $466K | Sell |
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|
2016
Q2 | $542K | Buy |
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|
2016
Q1 | $537K | Buy |
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|
2015
Q4 | $503K | Sell |
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|
2015
Q3 | $480K | Sell |
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|
2015
Q2 | $567K | Buy |
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|
2015
Q1 | $466K | Buy |
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|
2014
Q4 | $312K | Buy |
|