LAM Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-900
| Closed | -$63.2K | – | 127 |
|
|
2024
Q4 | $63.2K | Hold |
900
| – | – | 0.05% | 81 |
|
|
2024
Q3 | $50.8K | Hold |
900
| – | – | 0.04% | 81 |
|
|
2024
Q2 | $53.5K | Hold |
900
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $52.2K | Hold |
900
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $44.3K | Hold |
900
| – | – | 0.04% | 71 |
|
|
2023
Q3 | $36.8K | Hold |
900
| – | – | 0.04% | 65 |
|
|
2023
Q2 | $38.4K | Hold |
900
| – | – | 0.04% | 65 |
|
|
2023
Q1 | $33.6K | Hold |
900
| – | – | 0.03% | 67 |
|
|
2022
Q4 | $37.2K | Buy |
+900
| New | +$37.2K | 0.04% | 68 |
|