L & S Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-137,361
| Closed | -$9.65M | – | 385 |
|
|
2024
Q4 | $9.65M | Buy |
+137,361
| New | +$9.65M | 1.06% | 22 |
|
|
2021
Q3 | – | Sell |
-75,757
| Closed | -$3.43M | – | 386 |
|
|
2021
Q2 | $3.43M | Sell |
75,757
-85,076
| -53% | -$3.85M | 0.37% | 85 |
|
|
2021
Q1 | $6.28M | Buy |
+160,833
| New | +$6.28M | 0.71% | 35 |
|
|
2019
Q3 | – | Sell |
-4,966
| Closed | -$235K | – | 336 |
|
|
2019
Q2 | $235K | Sell |
4,966
-690
| -12% | -$32.7K | 0.03% | 297 |
|
|
2019
Q1 | $273K | Sell |
5,656
-7
| -0.1% | -$338 | 0.04% | 283 |
|
|
2018
Q4 | $261K | Buy |
+5,663
| New | +$261K | 0.05% | 257 |
|
|
2016
Q3 | – | Sell |
-6,450
| Closed | -$305K | – | 149 |
|
|
2016
Q2 | $305K | Buy |
6,450
+1,600
| +33% | +$75.7K | 0.07% | 97 |
|
|
2016
Q1 | $235K | Hold |
4,850
| – | – | 0.06% | 68 |
|
|
2015
Q4 | $264K | Hold |
4,850
| – | – | 0.07% | 78 |
|
|
2015
Q3 | $249K | Sell |
4,850
-47,982
| -91% | -$2.46M | 0.07% | 79 |
|
|
2015
Q2 | $2.97M | Buy |
52,832
+9,676
| +22% | +$544K | 0.76% | 48 |
|
|
2015
Q1 | $2.35M | Buy |
+43,156
| New | +$2.35M | 0.62% | 57 |
|