Cyrus J. Lawrence’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-945
| Closed | -$66K | – | 171 |
|
|
2024
Q4 | $66K | Sell |
945
-167
| -15% | -$11.7K | 0.01% | 108 |
|
|
2024
Q3 | $62K | Buy |
1,112
+212
| +24% | +$11.8K | 0.01% | 111 |
|
|
2024
Q2 | $53K | Hold |
900
| – | – | 0.01% | 108 |
|
|
2024
Q1 | $52K | Buy |
+900
| New | +$52K | 0.01% | 110 |
|
|
2023
Q3 | $36K | Hold |
900
| – | – | 0.01% | 108 |
|
|
2023
Q2 | $38 | Hold |
900
| – | – | 0.01% | 112 |
|
|
2023
Q1 | $34K | Hold |
900
| – | – | 0.01% | 115 |
|
|
2022
Q4 | $37K | Hold |
900
| – | – | 0.01% | 134 |
|
|
2022
Q3 | $36K | Hold |
900
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $35K | Sell |
900
-200
| -18% | -$7.78K | 0.01% | 168 |
|
|
2022
Q1 | $53K | Buy |
+1,100
| New | +$53K | 0.01% | 147 |
|