Kelly Lawrence W & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
4,400
| – | – | 0.09% | 63 |
|
|
2025
Q1 | $316K | Hold |
4,400
| – | – | 0.08% | 69 |
|
|
2024
Q4 | $309K | Hold |
4,400
| – | – | 0.07% | 71 |
|
|
2024
Q3 | $249K | Buy |
4,400
+2,400
| +120% | +$136K | 0.06% | 79 |
|
|
2024
Q2 | $119K | Buy |
2,000
+1,000
| +100% | +$59.4K | 0.03% | 99 |
|
|
2024
Q1 | $58K | Buy |
+1,000
| New | +$58K | 0.01% | 112 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$6K | – | 155 |
|
|
2017
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 153 |
|
|
2017
Q2 | – | Sell |
-90
| Closed | -$5K | – | 199 |
|
|
2017
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 154 |
|
|
2016
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 153 |
|
|
2016
Q3 | $4K | Sell |
90
-338
| -79% | -$15K | ﹤0.01% | 165 |
|
|
2016
Q2 | $20K | Buy |
428
+258
| +152% | +$12.1K | ﹤0.01% | 163 |
|
|
2016
Q1 | $8K | Hold |
170
| – | – | ﹤0.01% | 147 |
|
|
2015
Q4 | $9K | Hold |
170
| – | – | ﹤0.01% | 149 |
|
|
2015
Q3 | $9K | Hold |
170
| – | – | ﹤0.01% | 131 |
|
|
2015
Q2 | $10K | Hold |
170
| – | – | ﹤0.01% | 131 |
|
|
2015
Q1 | $9K | Hold |
170
| – | – | ﹤0.01% | 115 |
|
|
2014
Q4 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 120 |
|
|
2014
Q3 | – | Sell |
-170
| Closed | -$9K | – | 116 |
|
|
2014
Q2 | $9K | Sell |
170
-1,000
| -85% | -$52.9K | ﹤0.01% | 121 |
|
|
2014
Q1 | $58K | Buy |
1,170
+170
| +17% | +$8.43K | 0.01% | 97 |
|
|
2013
Q4 | $45K | Buy |
+1,000
| New | +$45K | 0.01% | 101 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 110 |
|
|
2013
Q2 | $41K | Buy |
+1,000
| New | +$41K | 0.01% | 97 |
|