Laffer Tengler Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,903
| Closed | -$113K | – | 347 |
|
|
2024
Q2 | $113K | Sell |
1,903
-79
| -4% | -$4.69K | 0.02% | 199 |
|
|
2024
Q1 | $115K | Buy |
1,982
+79
| +4% | +$4.58K | 0.03% | 182 |
|
|
2023
Q4 | $93.7K | Hold |
1,903
| – | – | 0.02% | 184 |
|
|
2023
Q3 | $77.8K | Hold |
1,903
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $81.2K | Hold |
1,903
| – | – | 0.02% | 267 |
|
|
2023
Q1 | $71.1K | Hold |
1,903
| – | – | 0.02% | 293 |
|
|
2022
Q4 | $78.6K | Hold |
1,903
| – | – | 0.02% | 276 |
|
|
2022
Q3 | $76.5K | Hold |
1,903
| – | – | 0.03% | 229 |
|
|
2022
Q2 | $74.5K | Hold |
1,903
| – | – | 0.03% | 236 |
|
|
2022
Q1 | $92.2K | Hold |
1,903
| – | – | 0.03% | 258 |
|
|
2021
Q4 | $91.3K | Hold |
1,903
| – | – | 0.03% | 261 |
|
|
2021
Q3 | $88.3K | Buy |
+1,903
| New | +$88.3K | 0.03% | 290 |
|
|
2021
Q2 | – | Sell |
-1,903
| Closed | -$74.4K | – | 403 |
|
|
2021
Q1 | $74.4K | Hold |
1,903
| – | – | 0.03% | 252 |
|
|
2020
Q4 | $56.6K | Hold |
1,903
| – | – | 0.02% | 249 |
|
|
2020
Q3 | $44.7K | Buy |
+1,903
| New | +$44.7K | 0.02% | 226 |
|
|
2018
Q4 | – | Sell |
-90,687
| Closed | -$4.77M | – | 187 |
|
|
2018
Q3 | $4.77M | Hold |
90,687
| – | – | 1.18% | 7 |
|
|
2018
Q2 | $5.03M | Hold |
90,687
| – | – | 1.29% | 4 |
|
|
2018
Q1 | $4.75M | Buy |
90,687
+84,454
| +1,355% | +$4.43M | 1.18% | 5 |
|
|
2017
Q4 | $378K | Sell |
6,233
-993
| -14% | -$60.2K | 0.09% | 187 |
|
|
2017
Q3 | $399K | Sell |
7,226
-375
| -5% | -$20.7K | 0.11% | 184 |
|
|
2017
Q2 | $421K | Sell |
7,601
-22
| -0.3% | -$1.22K | 0.11% | 191 |
|
|
2017
Q1 | $424K | Buy |
+7,623
| New | +$424K | 0.11% | 188 |
|
|
2016
Q4 | – | Sell |
-91,658
| Closed | -$4.06M | – | 293 |
|
|
2016
Q3 | $4.06M | Hold |
91,658
| – | – | 1.13% | 13 |
|
|
2016
Q2 | $4.34M | Buy |
+91,658
| New | +$4.34M | 1.23% | 12 |
|
|
2014
Q4 | – | Sell |
-64
| Closed | -$3.32K | – | 235 |
|
|
2014
Q3 | $3.32K | Buy |
+64
| New | +$3.32K | ﹤0.01% | 230 |
|