LWM
Lakeridge Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
6,274
-12
| -0.2% | -$961 | 0.23% | 81 |
|
|
2025
Q1 | $451K | Buy |
6,286
+119
| +2% | +$8.54K | 0.23% | 90 |
|
|
2024
Q4 | $433K | Buy |
6,167
+52
| +0.9% | +$3.65K | 0.22% | 88 |
|
|
2024
Q3 | $345K | Buy |
6,115
+36
| +0.6% | +$2.03K | 0.19% | 102 |
|
|
2024
Q2 | $361K | Buy |
+6,079
| New | +$361K | 0.22% | 95 |
|