Wells Fargo’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
10,378
+291
| +3% | +$6.25K | ﹤0.01% | 4325 |
|
|
2025
Q1 | $248K | Buy |
10,087
+234
| +2% | +$5.76K | ﹤0.01% | 4110 |
|
|
2024
Q4 | $228K | Buy |
9,853
+2,338
| +31% | +$54.2K | ﹤0.01% | 4235 |
|
|
2024
Q3 | $204K | Buy |
7,515
+322
| +4% | +$8.73K | ﹤0.01% | 4180 |
|
|
2024
Q2 | $207K | Buy |
7,193
+1,968
| +38% | +$56.6K | ﹤0.01% | 4148 |
|
|
2024
Q1 | $152K | Buy |
5,225
+602
| +13% | +$17.6K | ﹤0.01% | 4275 |
|
|
2023
Q4 | $150K | Buy |
4,623
+1,310
| +40% | +$42.6K | ﹤0.01% | 4249 |
|
|
2023
Q3 | $106K | Sell |
3,313
-3,634
| -52% | -$116K | ﹤0.01% | 4415 |
|
|
2023
Q2 | $305K | Buy |
6,947
+3,554
| +105% | +$156K | ﹤0.01% | 4081 |
|
|
2023
Q1 | $150K | Buy |
3,393
+1,792
| +112% | +$79.4K | ﹤0.01% | 4320 |
|
|
2022
Q4 | $63.6K | Sell |
1,601
-180
| -10% | -$7.15K | ﹤0.01% | 4454 |
|
|
2022
Q3 | $82K | Sell |
1,781
-99
| -5% | -$4.56K | ﹤0.01% | 4422 |
|
|
2022
Q2 | $82K | Sell |
1,880
-79,416
| -98% | -$3.46M | ﹤0.01% | 4500 |
|
|
2022
Q1 | $4.39M | Sell |
81,296
-1,211
| -1% | -$65.4K | ﹤0.01% | 2425 |
|
|
2021
Q4 | $4.94M | Sell |
82,507
-356,966
| -81% | -$21.4M | ﹤0.01% | 2444 |
|
|
2021
Q3 | $28.8M | Buy |
439,473
+61,105
| +16% | +$4M | 0.01% | 1363 |
|
|
2021
Q2 | $23.9M | Sell |
378,368
-6,379
| -2% | -$403K | 0.01% | 1516 |
|
|
2021
Q1 | $18.8M | Sell |
384,747
-28,040
| -7% | -$1.37M | ﹤0.01% | 1674 |
|
|
2020
Q4 | $17M | Sell |
412,787
-27,683
| -6% | -$1.14M | ﹤0.01% | 1658 |
|
|
2020
Q3 | $20.2M | Buy |
440,470
+24,796
| +6% | +$1.14M | 0.01% | 1394 |
|
|
2020
Q2 | $18.2M | Buy |
415,674
+106,288
| +34% | +$4.65M | 0.01% | 1421 |
|
|
2020
Q1 | $12.3M | Buy |
309,386
+8,242
| +3% | +$327K | ﹤0.01% | 1522 |
|
|
2019
Q4 | $14.2M | Sell |
301,144
-3,549
| -1% | -$167K | ﹤0.01% | 1689 |
|
|
2019
Q3 | $10.7M | Buy |
304,693
+105,329
| +53% | +$3.71M | ﹤0.01% | 1876 |
|
|
2019
Q2 | $7.78M | Buy |
199,364
+13,427
| +7% | +$524K | ﹤0.01% | 2150 |
|
|
2019
Q1 | $8.22M | Buy |
185,937
+132,110
| +245% | +$5.84M | ﹤0.01% | 2091 |
|
|
2018
Q4 | $1.88M | Buy |
53,827
+8,517
| +19% | +$297K | ﹤0.01% | 3279 |
|
|
2018
Q3 | $1.66M | Sell |
45,310
-38
| -0.1% | -$1.39K | ﹤0.01% | 3512 |
|
|
2018
Q2 | $1.21M | Buy |
45,348
+44,615
| +6,087% | +$1.19M | ﹤0.01% | 3800 |
|
|
2018
Q1 | $11K | Buy |
733
+47
| +7% | +$705 | ﹤0.01% | 5548 |
|
|
2017
Q4 | $13K | Buy |
+686
| New | +$13K | ﹤0.01% | 5499 |
|