L.J. Altfest & Co’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 | $835K | Sell |
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|
2025
Q2 | $831K | Buy |
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|
2025
Q1 | $627K | Buy |
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|
2024
Q4 | $613K | Buy |
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|
2024
Q3 | $492K | Sell |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $743K | Buy |
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|
2021
Q2 | $723K | Sell |
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|
2021
Q1 | $641K | Buy |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $339K | Buy |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $543K | Sell |
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|
2019
Q3 | $536K | Sell |
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|
2019
Q2 | $524K | Sell |
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|
2019
Q1 | $632K | Sell |
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|
2018
Q4 | $604K | Sell |
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|
2018
Q3 | $728K | Sell |
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|
2018
Q2 | $771K | Sell |
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|
2018
Q1 | $860K | Sell |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $911K | Sell |
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|
2017
Q2 | $949K | Sell |
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|
2017
Q1 | $963K | Sell |
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|
2016
Q4 | $969K | Sell |
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|
2016
Q3 | $782K | Sell |
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|
2016
Q2 | $841K | Buy |
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|
2016
Q1 | $859K | Buy |
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|
2015
Q4 | $965K | Buy |
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|
2015
Q3 | $908K | Sell |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $949K | Hold |
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|
2014
Q4 | $957K | Sell |
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|
2014
Q3 | $938K | Buy |
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|
2014
Q2 | $927K | Sell |
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|
2014
Q1 | $850K | Buy |
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|
2013
Q4 | $796K | Buy |
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