Brown, Lisle/Cummings’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 | $622K | Hold |
|
|||||
|
2025
Q2 | $595K | Buy |
|
|||||
|
2025
Q1 | $533K | Buy |
|
|||||
|
2024
Q4 | $502K | Hold |
|
|||||
|
2024
Q3 | $404K | Sell |
|
|||||
|
2024
Q2 | $431K | Buy |
|
|||||
|
2024
Q1 | $235K | Sell |
|
|||||
|
2023
Q4 | $204K | Buy |
|
|||||
|
2023
Q3 | $140K | Buy |
|
|||||
|
2023
Q2 | $142K | Sell |
|
|||||
|
2023
Q1 | $136K | Hold |
|
|||||
|
2022
Q4 | $150K | Sell |
|
|||||
|
2022
Q3 | $147K | Buy |
|
|||||
|
2022
Q2 | $134K | Sell |
|
|||||
|
2022
Q1 | $187K | Hold |
|
|||||
|
2021
Q4 | $185K | Buy |
|