GLLW
Graves Light Lenhart Wealth’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
21,078
+3
| +0% | +$240 | 0.2% | 66 |
|
|
2025
Q1 | $1.51M | Buy |
21,075
+3
| +0% | +$215 | 0.19% | 65 |
|
|
2024
Q4 | $1.48M | Sell |
21,072
-37
| -0.2% | -$2.6K | 0.18% | 67 |
|
|
2024
Q3 | $1.19M | Buy |
21,109
+4
| +0% | +$226 | 0.15% | 76 |
|
|
2024
Q2 | $1.28M | Buy |
21,105
+3
| +0% | +$182 | 0.15% | 77 |
|
|
2024
Q1 | $1.22M | Sell |
21,102
-406
| -2% | -$23.5K | 0.14% | 77 |
|
|
2023
Q4 | $1.06M | Buy |
21,508
+4
| +0% | +$197 | 0.13% | 79 |
|
|
2023
Q3 | $853K | Sell |
21,504
-790
| -4% | -$31.4K | 0.12% | 82 |
|
|
2023
Q2 | $952K | Buy |
22,294
+426
| +2% | +$18.2K | 0.13% | 87 |
|
|
2023
Q1 | $817K | Buy |
21,868
+3
| +0% | +$112 | 0.13% | 81 |
|
|
2022
Q4 | $903K | Sell |
21,865
-46
| -0.2% | -$1.9K | 0.14% | 87 |
|
|
2022
Q3 | $881K | Buy |
21,911
+4
| +0% | +$161 | 0.15% | 85 |
|
|
2022
Q2 | $858K | Sell |
21,907
-264
| -1% | -$10.3K | 0.13% | 87 |
|
|
2022
Q1 | $1.07M | Buy |
22,171
+3
| +0% | +$145 | 0.15% | 80 |
|
|
2021
Q4 | $1.06M | Sell |
22,168
-612
| -3% | -$29.4K | 0.15% | 80 |
|
|
2021
Q3 | $1.06M | Buy |
22,780
+150
| +0.7% | +$6.96K | 0.17% | 73 |
|
|
2021
Q2 | $1.03M | Sell |
22,630
-20
| -0.1% | -$906 | 0.16% | 72 |
|
|
2021
Q1 | $885K | Buy |
22,650
+2
| +0% | +$78 | 0.15% | 74 |
|
|
2020
Q4 | $684K | Sell |
22,648
-55
| -0.2% | -$1.66K | 0.13% | 81 |
|
|
2020
Q3 | $534K | Sell |
22,703
-3,797
| -14% | -$89.3K | 0.12% | 87 |
|
|
2020
Q2 | $678K | Buy |
26,500
+2,805
| +12% | +$71.8K | 0.16% | 75 |
|
|
2020
Q1 | $680K | Buy |
23,695
+305
| +1% | +$8.75K | 0.18% | 75 |
|
|
2019
Q4 | $1.26M | Sell |
23,390
-25
| -0.1% | -$1.35K | 0.26% | 65 |
|
|
2019
Q3 | $1.21M | Sell |
23,415
-326
| -1% | -$16.8K | 0.27% | 68 |
|
|
2019
Q2 | $1.12M | Sell |
23,741
-693
| -3% | -$32.8K | 0.27% | 65 |
|
|
2019
Q1 | $1.18M | Sell |
24,434
-328
| -1% | -$15.8K | 0.3% | 64 |
|
|
2018
Q4 | $1.14M | Buy |
+24,762
| New | +$1.14M | 0.33% | 61 |
|