Laffer Tengler Investments’s Wells Fargo & Co. WFC.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,170
| Closed | -$104K | – | 405 |
|
|
2023
Q2 | $104K | Hold |
4,170
| – | – | 0.03% | 251 |
|
|
2023
Q1 | $97K | Hold |
4,170
| – | – | 0.03% | 266 |
|
|
2022
Q4 | $96K | Hold |
4,170
| – | – | 0.03% | 261 |
|
|
2022
Q3 | $93.6K | Hold |
4,170
| – | – | 0.03% | 217 |
|
|
2022
Q2 | $99K | Hold |
4,170
| – | – | 0.03% | 215 |
|
|
2022
Q1 | $106K | Hold |
4,170
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $112K | Hold |
4,170
| – | – | 0.03% | 247 |
|
|
2021
Q3 | $114K | Buy |
+4,170
| New | +$114K | 0.03% | 266 |
|
|
2021
Q2 | – | Sell |
-4,170
| Closed | -$112K | – | 414 |
|
|
2021
Q1 | $112K | Hold |
4,170
| – | – | 0.04% | 218 |
|
|
2020
Q4 | $112K | Hold |
4,170
| – | – | 0.05% | 195 |
|
|
2020
Q3 | $109K | Buy |
+4,170
| New | +$107K | 0.05% | 169 |
|
|
2018
Q1 | – | Sell |
-11,319
| Closed | -$306K | – | 256 |
|
|
2017
Q4 | $306K | Sell |
11,319
-123
| -1% | -$3.35K | 0.08% | 196 |
|
|
2017
Q3 | $312K | Sell |
11,442
-340
| -3% | -$9.3K | 0.08% | 192 |
|
|
2017
Q2 | $326K | Sell |
11,782
-48
| -0.4% | -$1.3K | 0.08% | 200 |
|
|
2017
Q1 | $315K | Sell |
11,830
-15
| -0.1% | -$393 | 0.08% | 200 |
|
|
2016
Q4 | $299K | Buy |
11,845
+1,056
| +10% | +$27.2K | 0.08% | 204 |
|
|
2016
Q3 | $289K | Buy |
10,789
+1,544
| +17% | +$43K | 0.08% | 196 |
|
|
2016
Q2 | $255K | Buy |
9,245
+698
| +8% | +$18.5K | 0.07% | 191 |
|
|
2016
Q1 | $225K | Buy |
+8,547
| New | +$220K | 0.06% | 196 |
|
|
2015
Q3 | – | Sell |
-7,692
| Closed | -$198K | – | 202 |
|
|
2015
Q2 | $196K | Buy |
+7,692
| New | +$200K | 0.05% | 207 |
|
Laffer Tengler Investments's WFC.PRQ Position: Q3 2023 in Review
Laffer Tengler Investments sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2023, closing a stake of 4,170 shares — an estimated $104K sold.
Laffer Tengler Investments first reported a position in WFC.PRQ in Q2 2015 and held it in 20 quarters. The position peaked at $326K in Q2 2017. 0 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2023.
- Laffer Tengler Investments reported no remaining Wells Fargo & Co. position as of Q3 2023 after selling out during the quarter.
- Laffer Tengler Investments sold 4,170 Wells Fargo & Co. shares in Q3 2023, an estimated $104K.
- Laffer Tengler Investments first reported a position in Wells Fargo & Co. in Q2 2015 and held it in 20 quarters.
- Laffer Tengler Investments's Wells Fargo & Co. position peaked at $326K in Q2 2017.
- 0 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2023.
Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.