Lakeside Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Hold |
7,275
| – | – | 0.38% | 38 |
|
|
2025
Q1 | $522K | Hold |
7,275
| – | – | 0.35% | 38 |
|
|
2024
Q4 | $511K | Hold |
7,275
| – | – | 0.34% | 40 |
|
|
2024
Q3 | $411K | Sell |
7,275
-731
| -9% | -$41.3K | 0.26% | 48 |
|
|
2024
Q2 | $476K | Sell |
8,006
-194
| -2% | -$11.5K | 0.31% | 42 |
|
|
2024
Q1 | $475K | Sell |
8,200
-200
| -2% | -$11.6K | 0.3% | 42 |
|
|
2023
Q4 | $413K | Sell |
8,400
-224
| -3% | -$11K | 0.29% | 43 |
|
|
2023
Q3 | $352K | Sell |
8,624
-1,167
| -12% | -$47.7K | 0.27% | 46 |
|
|
2023
Q2 | $418K | Sell |
9,791
-2,000
| -17% | -$85.4K | 0.31% | 41 |
|
|
2023
Q1 | $441K | Sell |
11,791
-867
| -7% | -$32.4K | 0.34% | 39 |
|
|
2022
Q4 | $523K | Hold |
12,658
| – | – | 0.43% | 35 |
|
|
2022
Q3 | $509K | Sell |
12,658
-100
| -0.8% | -$4.02K | 0.46% | 34 |
|
|
2022
Q2 | $500K | Hold |
12,758
| – | – | 0.43% | 34 |
|
|
2022
Q1 | $618K | Sell |
12,758
-150
| -1% | -$7.27K | 0.47% | 33 |
|
|
2021
Q4 | $619K | Buy |
+12,908
| New | +$619K | 0.46% | 33 |
|