Laffer Tengler 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | $93.7K | Hold |
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|
2023
Q3 | $77.8K | Hold |
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|
2023
Q2 | $81.2K | Hold |
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|
2023
Q1 | $71.1K | Hold |
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|
2022
Q4 | $78.6K | Hold |
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|
2022
Q3 | $76.5K | Hold |
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|
2022
Q2 | $74.5K | Hold |
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|
2022
Q1 | $92.2K | Hold |
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|
2021
Q4 | $91.3K | Hold |
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|
2021
Q3 | $88.3K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $74.3K | Hold |
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|
2020
Q4 | $56.6K | Hold |
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|
2020
Q3 | $44.7K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.77M | Hold |
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|
2018
Q2 | $5.03M | Hold |
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|
2018
Q1 | $4.75M | Buy |
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|
2017
Q4 | $378K | Sell |
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|
2017
Q3 | $399K | Sell |
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|
2017
Q2 | $421K | Sell |
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|
2017
Q1 | $424K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4.06M | Hold |
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|
2016
Q2 | $4.34M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.32K | Buy |
|