Lake Street Advisors Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.8M | Buy |
25,688
+1,409
| +6% | +$99K | 0.08% | 151 |
|
|
2024
Q3 | $1.37M | Sell |
24,279
-888
| -4% | -$50.2K | 0.06% | 168 |
|
|
2024
Q2 | $1.49M | Buy |
25,167
+246
| +1% | +$14.6K | 0.07% | 165 |
|
|
2024
Q1 | $1.44M | Buy |
24,921
+2,827
| +13% | +$164K | 0.07% | 181 |
|
|
2023
Q4 | $1.09M | Sell |
22,094
-1,468
| -6% | -$72.3K | 0.05% | 210 |
|
|
2023
Q3 | $963K | Buy |
23,562
+1,338
| +6% | +$54.7K | 0.06% | 170 |
|
|
2023
Q2 | $949K | Buy |
22,224
+2,598
| +13% | +$111K | 0.05% | 175 |
|
|
2023
Q1 | $734K | Sell |
19,626
-1,480
| -7% | -$55.4K | 0.05% | 176 |
|
|
2022
Q4 | $872K | Sell |
21,106
-3,812
| -15% | -$157K | 0.06% | 158 |
|
|
2022
Q3 | $1M | Buy |
24,918
+1,503
| +6% | +$60.4K | 0.07% | 148 |
|
|
2022
Q2 | $917K | Sell |
23,415
-952
| -4% | -$37.3K | 0.07% | 148 |
|
|
2022
Q1 | $1.18M | Buy |
24,367
+2,452
| +11% | +$119K | 0.08% | 139 |
|
|
2021
Q4 | $1.05M | Buy |
+21,915
| New | +$1.05M | 0.07% | 144 |
|
|
2021
Q3 | – | Sell |
-8,681
| Closed | -$444K | – | 433 |
|
|
2021
Q2 | $444K | Buy |
8,681
+789
| +10% | +$40.4K | 0.03% | 179 |
|
|
2021
Q1 | $308K | Sell |
7,892
-6,210
| -44% | -$242K | 0.03% | 233 |
|
|
2020
Q4 | $426K | Buy |
14,102
+3,508
| +33% | +$106K | 0.04% | 168 |
|
|
2020
Q3 | $249K | Sell |
10,594
-3,716
| -26% | -$87.3K | 0.02% | 227 |
|
|
2020
Q2 | $366K | Buy |
14,310
+2,928
| +26% | +$74.9K | 0.04% | 171 |
|
|
2020
Q1 | $327K | Sell |
11,382
-4,752
| -29% | -$137K | 0.04% | 161 |
|
|
2019
Q4 | $868K | Buy |
16,134
+319
| +2% | +$17.2K | 0.09% | 71 |
|
|
2019
Q3 | $703K | Buy |
15,815
+872
| +6% | +$38.8K | 0.08% | 77 |
|
|
2019
Q2 | $707K | Buy |
14,943
+987
| +7% | +$46.7K | 0.07% | 74 |
|
|
2019
Q1 | $674K | Buy |
13,956
+277
| +2% | +$13.4K | 0.07% | 77 |
|
|
2018
Q4 | $630K | Sell |
13,679
-530
| -4% | -$24.4K | 0.08% | 73 |
|
|
2018
Q3 | $747K | Sell |
14,209
-8,355
| -37% | -$439K | 0.08% | 63 |
|
|
2018
Q2 | $1.25M | Sell |
22,564
-491
| -2% | -$27.2K | 0.13% | 61 |
|
|
2018
Q1 | $1.21M | Buy |
23,055
+295
| +1% | +$15.5K | 0.14% | 56 |
|
|
2017
Q4 | $1.38M | Buy |
+22,760
| New | +$1.38M | 0.16% | 48 |
|