Lafayette Investments’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
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $904K | Hold |
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|
2024
Q2 | $950K | Hold |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $800K | Sell |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $796K | Sell |
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|
2023
Q1 | $734K | Sell |
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|
2022
Q4 | $844K | Hold |
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|
2022
Q3 | $822K | Hold |
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|
2022
Q2 | $801K | Hold |
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|
2022
Q1 | $991K | Sell |
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|
2021
Q4 | $2.87M | Sell |
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|
2021
Q3 | $3.14M | Hold |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | $2.36M | Sell |
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|
2020
Q4 | $1.85M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $2M | Sell |
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|
2020
Q1 | $2.88M | Buy |
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|
2019
Q4 | $5.4M | Sell |
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|
2019
Q3 | $5.36M | Sell |
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|
2019
Q2 | $5.15M | Sell |
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|
2019
Q1 | $6.23M | Sell |
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|
2018
Q4 | $6.11M | Sell |
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|
2018
Q3 | $7M | Buy |
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|
2018
Q2 | $7.35M | Buy |
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|
2018
Q1 | $6.61M | Sell |
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|
2017
Q4 | $7.66M | Buy |
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|
2017
Q3 | $6.89M | Buy |
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|
2017
Q2 | $6.82M | Buy |
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|
2017
Q1 | $6.67M | Buy |
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|
2016
Q4 | $6.59M | Buy |
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|
2016
Q3 | $5.28M | Buy |
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|
2016
Q2 | $5.57M | Buy |
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|
2016
Q1 | $5.44M | Buy |
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|
2015
Q4 | $5.99M | Buy |
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|
2015
Q3 | $5.65M | Buy |
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|
2015
Q2 | $6.19M | Hold |
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|
2015
Q1 | $5.99M | Sell |
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|
2014
Q4 | $6.04M | Buy |
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|
2014
Q3 | $5.59M | Buy |
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|
2014
Q2 | $5.51M | Sell |
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|
2014
Q1 | $5.22M | Buy |
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|
2013
Q4 | $4.75M | Sell |
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|
2013
Q3 | $4.39M | Buy |
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|
2013
Q2 | $4.37M | Buy |
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