LJAC
L.J. Altfest & Co’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
10,374
+1,639
| +19% | +$131K | 0.1% | 142 |
|
|
2025
Q1 | $627K | Buy |
8,735
+10
| +0.1% | +$718 | 0.08% | 177 |
|
|
2024
Q4 | $613K | Buy |
8,725
+11
| +0.1% | +$773 | 0.08% | 177 |
|
|
2024
Q3 | $492K | Sell |
8,714
-487
| -5% | -$27.5K | 0.07% | 211 |
|
|
2024
Q2 | $546K | Buy |
9,201
+88
| +1% | +$5.22K | 0.07% | 180 |
|
|
2024
Q1 | $528K | Buy |
9,113
+587
| +7% | +$34K | 0.07% | 185 |
|
|
2023
Q4 | $420K | Sell |
8,526
-1,842
| -18% | -$90.7K | 0.06% | 206 |
|
|
2023
Q3 | $424K | Sell |
10,368
-976
| -9% | -$39.9K | 0.07% | 201 |
|
|
2023
Q2 | $484K | Buy |
11,344
+477
| +4% | +$20.4K | 0.07% | 183 |
|
|
2023
Q1 | $406K | Buy |
10,867
+1,997
| +23% | +$74.6K | 0.06% | 190 |
|
|
2022
Q4 | $366K | Sell |
8,870
-37
| -0.4% | -$1.53K | 0.06% | 189 |
|
|
2022
Q3 | $358K | Sell |
8,907
-650
| -7% | -$26.1K | 0.07% | 183 |
|
|
2022
Q2 | $374K | Sell |
9,557
-4,511
| -32% | -$177K | 0.07% | 177 |
|
|
2022
Q1 | $682K | Sell |
14,068
-1,958
| -12% | -$94.9K | 0.12% | 126 |
|
|
2021
Q4 | $769K | Buy |
16,026
+22
| +0.1% | +$1.06K | 0.15% | 110 |
|
|
2021
Q3 | $743K | Buy |
16,004
+41
| +0.3% | +$1.9K | 0.16% | 105 |
|
|
2021
Q2 | $723K | Sell |
15,963
-436
| -3% | -$19.7K | 0.16% | 107 |
|
|
2021
Q1 | $641K | Buy |
16,399
+569
| +4% | +$22.2K | 0.15% | 111 |
|
|
2020
Q4 | $478K | Buy |
15,830
+1,466
| +10% | +$44.3K | 0.12% | 132 |
|
|
2020
Q3 | $338K | Buy |
14,364
+1,128
| +9% | +$26.5K | 0.09% | 158 |
|
|
2020
Q2 | $339K | Buy |
13,236
+3,208
| +32% | +$82.2K | 0.1% | 152 |
|
|
2020
Q1 | $288K | Sell |
10,028
-60
| -0.6% | -$1.72K | 0.09% | 139 |
|
|
2019
Q4 | $543K | Sell |
10,088
-548
| -5% | -$29.5K | 0.14% | 100 |
|
|
2019
Q3 | $536K | Sell |
10,636
-440
| -4% | -$22.2K | 0.14% | 95 |
|
|
2019
Q2 | $524K | Sell |
11,076
-1,998
| -15% | -$94.5K | 0.14% | 102 |
|
|
2019
Q1 | $632K | Sell |
13,074
-28
| -0.2% | -$1.35K | 0.15% | 88 |
|
|
2018
Q4 | $604K | Sell |
13,102
-754
| -5% | -$34.8K | 0.17% | 84 |
|
|
2018
Q3 | $728K | Sell |
13,856
-48
| -0.3% | -$2.52K | 0.21% | 84 |
|
|
2018
Q2 | $771K | Sell |
13,904
-2,499
| -15% | -$139K | 0.29% | 71 |
|
|
2018
Q1 | $860K | Sell |
16,403
-120
| -0.7% | -$6.29K | 0.37% | 62 |
|
|
2017
Q4 | $1M | Buy |
16,523
+1
| +0% | +$61 | 0.38% | 60 |
|
|
2017
Q3 | $911K | Sell |
16,522
-599
| -3% | -$33K | 0.44% | 60 |
|
|
2017
Q2 | $949K | Sell |
17,121
-182
| -1% | -$10.1K | 0.57% | 55 |
|
|
2017
Q1 | $963K | Sell |
17,303
-278
| -2% | -$15.5K | 0.38% | 60 |
|
|
2016
Q4 | $969K | Sell |
17,581
-76
| -0.4% | -$4.19K | 0.48% | 61 |
|
|
2016
Q3 | $782K | Sell |
17,657
-104
| -0.6% | -$4.61K | 0.52% | 58 |
|
|
2016
Q2 | $841K | Buy |
17,761
+1
| +0% | +$47 | 0.59% | 57 |
|
|
2016
Q1 | $859K | Buy |
17,760
+1
| +0% | +$48 | 0.88% | 42 |
|
|
2015
Q4 | $965K | Buy |
17,759
+67
| +0.4% | +$3.64K | 0.94% | 42 |
|
|
2015
Q3 | $908K | Sell |
17,692
-614
| -3% | -$31.5K | 0.9% | 41 |
|
|
2015
Q2 | $1.03M | Buy |
18,306
+854
| +5% | +$48.1K | 0.94% | 44 |
|
|
2015
Q1 | $949K | Hold |
17,452
| – | – | 0.88% | 47 |
|
|
2014
Q4 | $957K | Sell |
17,452
-549
| -3% | -$30.1K | 0.78% | 51 |
|
|
2014
Q3 | $938K | Buy |
18,001
+351
| +2% | +$18.3K | 0.92% | 45 |
|
|
2014
Q2 | $927K | Sell |
17,650
-38
| -0.2% | -$2K | 0.91% | 46 |
|
|
2014
Q1 | $850K | Buy |
17,688
+151
| +0.9% | +$7.26K | 0.79% | 49 |
|
|
2013
Q4 | $796K | Buy |
+17,537
| New | +$796K | 0.68% | 54 |
|