Douglas Lane & Associates’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 | $592K | Sell |
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|
2025
Q2 | $692K | Buy |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $522K | Sell |
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|
2021
Q3 | $576K | Buy |
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|
2021
Q2 | $548K | Buy |
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|
2021
Q1 | $466K | Sell |
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|
2020
Q4 | $361K | Sell |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $464K | Sell |
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|
2020
Q1 | $588K | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.66M | Sell |
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|
2018
Q4 | $1.7M | Sell |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $2.06M | Sell |
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|
2018
Q1 | $1.98M | Sell |
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|
2017
Q4 | $2.52M | Sell |
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|
2017
Q3 | $2.37M | Sell |
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|
2017
Q2 | $2.38M | Sell |
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|
2017
Q1 | $2.51M | Buy |
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|
2016
Q4 | $2.47M | Sell |
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|
2016
Q3 | $2.09M | Sell |
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|
2016
Q2 | $2.29M | Buy |
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|
2016
Q1 | $2.24M | Buy |
|