Lakeside Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $610K | Hold |
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|
2025
Q2 | $583K | Hold |
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|
2025
Q1 | $522K | Hold |
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|
2024
Q4 | $511K | Hold |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $523K | Hold |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $500K | Hold |
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|
2022
Q1 | $618K | Sell |
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|
2021
Q4 | $619K | Buy |
|