WKWM
Walter & Keenan Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
27,339
+686
| +3% | +$55K | 0.64% | 47 |
|
|
2025
Q1 | $1.91M | Buy |
26,653
+602
| +2% | +$43.2K | 0.58% | 48 |
|
|
2024
Q4 | $1.83M | Buy |
26,051
+93
| +0.4% | +$6.53K | 0.55% | 49 |
|
|
2024
Q3 | $1.47M | Buy |
25,958
+35
| +0.1% | +$1.98K | 0.45% | 60 |
|
|
2024
Q2 | $1.54M | Sell |
25,923
-700
| -3% | -$41.6K | 0.49% | 56 |
|
|
2024
Q1 | $1.54M | Sell |
26,623
-2,200
| -8% | -$128K | 0.51% | 54 |
|
|
2023
Q4 | $1.42M | Sell |
28,823
-2,954
| -9% | -$145K | 0.51% | 54 |
|
|
2023
Q3 | $1.3M | Sell |
31,777
-8,559
| -21% | -$350K | 0.51% | 51 |
|
|
2023
Q2 | $1.72M | Sell |
40,336
-13,005
| -24% | -$555K | 0.63% | 43 |
|
|
2023
Q1 | $1.99M | Sell |
53,341
-766
| -1% | -$28.6K | 0.76% | 41 |
|
|
2022
Q4 | $2.23M | Hold |
54,107
| – | – | 0.88% | 39 |
|
|
2022
Q3 | $2.18M | Buy |
54,107
+3,666
| +7% | +$147K | 0.92% | 39 |
|
|
2022
Q2 | $1.98M | Sell |
50,441
-4,015
| -7% | -$157K | 0.78% | 43 |
|
|
2022
Q1 | $2.64M | Hold |
54,456
| – | – | 0.9% | 39 |
|
|
2021
Q4 | $2.61M | Sell |
54,456
-4,698
| -8% | -$225K | 0.85% | 40 |
|
|
2021
Q3 | $2.75M | Sell |
59,154
-771
| -1% | -$35.8K | 0.93% | 35 |
|
|
2021
Q2 | $2.71M | Sell |
59,925
-4,473
| -7% | -$203K | 0.94% | 34 |
|
|
2021
Q1 | $2.52M | Sell |
64,398
-2,466
| -4% | -$96.3K | 0.89% | 37 |
|
|
2020
Q4 | $2.02M | Sell |
66,864
-2,130
| -3% | -$64.3K | 0.73% | 41 |
|
|
2020
Q3 | $1.62M | Sell |
68,994
-7,597
| -10% | -$179K | 0.64% | 46 |
|
|
2020
Q2 | $1.96M | Buy |
76,591
+64,074
| +512% | +$1.64M | 0.8% | 43 |
|
|
2020
Q1 | $333K | Sell |
12,517
-44,489
| -78% | -$1.18M | 0.13% | 83 |
|
|
2019
Q4 | $3.07M | Buy |
57,006
+2,001
| +4% | +$108K | 1.18% | 25 |
|
|
2019
Q3 | $2.77M | Buy |
55,005
+6,027
| +12% | +$304K | 1.05% | 33 |
|
|
2019
Q2 | $2.32M | Sell |
48,978
-3,662
| -7% | -$173K | 1.02% | 34 |
|
|
2019
Q1 | $2.54M | Sell |
52,640
-762
| -1% | -$36.8K | 1.12% | 28 |
|
|
2018
Q4 | $2.46M | Sell |
53,402
-1,904
| -3% | -$87.7K | 1.11% | 28 |
|
|
2018
Q3 | $2.91K | Hold |
55,306
| – | – | 0.87% | 25 |
|
|
2018
Q2 | $3.07M | Buy |
55,306
+50
| +0.1% | +$2.77K | 1.32% | 22 |
|
|
2018
Q1 | $2.9M | Buy |
55,256
+4,650
| +9% | +$244K | 1.25% | 24 |
|
|
2017
Q4 | $3.07M | Buy |
50,606
+4,227
| +9% | +$256K | 1.29% | 22 |
|
|
2017
Q3 | $2.56M | Buy |
46,379
+958
| +2% | +$52.8K | 1.18% | 23 |
|
|
2017
Q2 | $2.52M | Hold |
45,421
| – | – | 1.26% | 22 |
|
|
2017
Q1 | $2.53M | Sell |
45,421
-2,996
| -6% | -$167K | 1.31% | 22 |
|
|
2016
Q4 | $2.67M | Sell |
48,417
-18,892
| -28% | -$1.04M | 1.42% | 19 |
|
|
2016
Q3 | $2.98M | Sell |
67,309
-11,991
| -15% | -$531K | 1.64% | 19 |
|
|
2016
Q2 | $3.75M | Sell |
79,300
-1,366
| -2% | -$64.6K | 2.09% | 12 |
|
|
2016
Q1 | $3.9M | Buy |
80,666
+2,609
| +3% | +$126K | 2.24% | 10 |
|
|
2015
Q4 | $4.24M | Buy |
78,057
+6,474
| +9% | +$352K | 2.47% | 9 |
|
|
2015
Q3 | $3.68M | Buy |
71,583
+1,408
| +2% | +$72.3K | 2.27% | 11 |
|
|
2015
Q2 | $3.95M | Sell |
70,175
-328
| -0.5% | -$18.4K | 2.29% | 10 |
|
|
2015
Q1 | $3.84M | Buy |
70,503
+7
| +0% | +$381 | 2.17% | 10 |
|
|
2014
Q4 | $3.87M | Buy |
70,496
+7
| +0% | +$384 | 2.2% | 9 |
|
|
2014
Q3 | $3.66M | Sell |
70,489
-14,999
| -18% | -$778K | 2.14% | 9 |
|
|
2014
Q2 | $4.49M | Sell |
85,488
-2,878
| -3% | -$151K | 2.35% | 9 |
|
|
2014
Q1 | $4.4M | Buy |
+88,366
| New | +$4.4M | 2.41% | 8 |
|