LI
Lafayette Investments’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
14,795
-600
| -4% | -$48.1K | 0.24% | 64 |
|
|
2025
Q1 | $1.11M | Sell |
15,395
-600
| -4% | -$43.1K | 0.23% | 62 |
|
|
2024
Q4 | $1.12M | Hold |
15,995
| – | – | 0.24% | 60 |
|
|
2024
Q3 | $904K | Hold |
15,995
| – | – | 0.19% | 67 |
|
|
2024
Q2 | $950K | Hold |
15,995
| – | – | 0.22% | 64 |
|
|
2024
Q1 | $927K | Sell |
15,995
-250
| -2% | -$14.5K | 0.21% | 67 |
|
|
2023
Q4 | $800K | Sell |
16,245
-1,500
| -8% | -$73.8K | 0.2% | 70 |
|
|
2023
Q3 | $725K | Sell |
17,745
-900
| -5% | -$36.8K | 0.2% | 69 |
|
|
2023
Q2 | $796K | Sell |
18,645
-1,000
| -5% | -$42.7K | 0.21% | 67 |
|
|
2023
Q1 | $734K | Sell |
19,645
-800
| -4% | -$29.9K | 0.2% | 68 |
|
|
2022
Q4 | $844K | Hold |
20,445
| – | – | 0.24% | 68 |
|
|
2022
Q3 | $822K | Hold |
20,445
| – | – | 0.25% | 64 |
|
|
2022
Q2 | $801K | Hold |
20,445
| – | – | 0.23% | 67 |
|
|
2022
Q1 | $991K | Sell |
20,445
-39,265
| -66% | -$1.9M | 0.25% | 64 |
|
|
2021
Q4 | $2.87M | Sell |
59,710
-7,875
| -12% | -$378K | 0.72% | 44 |
|
|
2021
Q3 | $3.14M | Hold |
67,585
| – | – | 0.85% | 42 |
|
|
2021
Q2 | $3.06M | Buy |
67,585
+7,250
| +12% | +$328K | 0.83% | 42 |
|
|
2021
Q1 | $2.36M | Sell |
60,335
-1,000
| -2% | -$39.1K | 0.75% | 46 |
|
|
2020
Q4 | $1.85M | Sell |
61,335
-5,400
| -8% | -$163K | 0.63% | 47 |
|
|
2020
Q3 | $1.57M | Sell |
66,735
-11,285
| -14% | -$265K | 0.6% | 46 |
|
|
2020
Q2 | $2M | Sell |
78,020
-22,514
| -22% | -$576K | 0.83% | 42 |
|
|
2020
Q1 | $2.89M | Buy |
100,534
+194
| +0.2% | +$5.57K | 1.39% | 28 |
|
|
2019
Q4 | $5.4M | Sell |
100,340
-5,886
| -6% | -$317K | 1.88% | 20 |
|
|
2019
Q3 | $5.36M | Sell |
106,226
-2,550
| -2% | -$129K | 1.94% | 17 |
|
|
2019
Q2 | $5.15M | Sell |
108,776
-20,153
| -16% | -$954K | 1.82% | 22 |
|
|
2019
Q1 | $6.23M | Sell |
128,929
-3,680
| -3% | -$178K | 2.29% | 16 |
|
|
2018
Q4 | $6.11M | Sell |
132,609
-631
| -0.5% | -$29.1K | 2.46% | 12 |
|
|
2018
Q3 | $7M | Buy |
133,240
+653
| +0.5% | +$34.3K | 2.42% | 14 |
|
|
2018
Q2 | $7.35M | Buy |
132,587
+6,562
| +5% | +$364K | 2.69% | 11 |
|
|
2018
Q1 | $6.61M | Sell |
126,025
-292
| -0.2% | -$15.3K | 2.47% | 13 |
|
|
2017
Q4 | $7.66M | Buy |
126,317
+1,344
| +1% | +$81.5K | 2.74% | 11 |
|
|
2017
Q3 | $6.89M | Buy |
124,973
+1,894
| +2% | +$104K | 2.56% | 15 |
|
|
2017
Q2 | $6.82M | Buy |
123,079
+3,192
| +3% | +$177K | 2.53% | 16 |
|
|
2017
Q1 | $6.67M | Buy |
119,887
+353
| +0.3% | +$19.6K | 2.47% | 17 |
|
|
2016
Q4 | $6.59M | Buy |
119,534
+359
| +0.3% | +$19.8K | 2.52% | 14 |
|
|
2016
Q3 | $5.28M | Buy |
119,175
+1,512
| +1% | +$67K | 2.13% | 22 |
|
|
2016
Q2 | $5.57M | Buy |
117,663
+5,161
| +5% | +$244K | 2.26% | 20 |
|
|
2016
Q1 | $5.44M | Buy |
112,502
+2,238
| +2% | +$108K | 2.26% | 20 |
|
|
2015
Q4 | $5.99M | Buy |
110,264
+155
| +0.1% | +$8.43K | 2.49% | 14 |
|
|
2015
Q3 | $5.65M | Buy |
110,109
+8
| +0% | +$411 | 2.47% | 18 |
|
|
2015
Q2 | $6.19M | Hold |
110,101
| – | – | 2.6% | 16 |
|
|
2015
Q1 | $5.99M | Sell |
110,101
-100
| -0.1% | -$5.44K | 2.54% | 14 |
|
|
2014
Q4 | $6.04M | Buy |
110,201
+2,500
| +2% | +$137K | 2.53% | 16 |
|
|
2014
Q3 | $5.59M | Buy |
107,701
+2,900
| +3% | +$150K | 2.51% | 17 |
|
|
2014
Q2 | $5.51M | Sell |
104,801
-100
| -0.1% | -$5.26K | 2.42% | 18 |
|
|
2014
Q1 | $5.22M | Buy |
104,901
+375
| +0.4% | +$18.7K | 2.38% | 17 |
|
|
2013
Q4 | $4.75M | Sell |
104,526
-1,775
| -2% | -$80.6K | 2.22% | 22 |
|
|
2013
Q3 | $4.39M | Buy |
106,301
+450
| +0.4% | +$18.6K | 2.14% | 22 |
|
|
2013
Q2 | $4.37M | Buy |
+105,851
| New | +$4.37M | 2.1% | 22 |
|