Lantz Financial’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 | $1.25M | Buy |
15,626
+36
| +0.2% | +$2.88K | 0.31% | 87 |
|
|
2025
Q1 | $1.12M | Buy |
15,590
+45
| +0.3% | +$3.23K | 0.31% | 86 |
|
|
2024
Q4 | $1.09M | Sell |
15,545
-187
| -1% | -$13.1K | 0.29% | 85 |
|
|
2024
Q3 | $889K | Buy |
15,732
+90
| +0.6% | +$5.08K | 0.24% | 95 |
|
|
2024
Q2 | $929K | Sell |
15,642
-599
| -4% | -$35.6K | 0.29% | 89 |
|
|
2024
Q1 | $941K | Sell |
16,241
-229
| -1% | -$13.3K | 0.3% | 85 |
|
|
2023
Q4 | $811K | Buy |
16,470
+97
| +0.6% | +$4.77K | 0.29% | 88 |
|
|
2023
Q3 | $669K | Sell |
16,373
-110
| -0.7% | -$4.5K | 0.27% | 89 |
|
|
2023
Q2 | $703K | Buy |
16,483
+908
| +6% | +$38.8K | 0.28% | 90 |
|
|
2023
Q1 | $582K | Sell |
15,575
-594
| -4% | -$22.2K | 0.24% | 95 |
|
|
2022
Q4 | $668K | Sell |
16,169
-1,016
| -6% | -$42K | 0.3% | 84 |
|
|
2022
Q3 | $691K | Buy |
17,185
+166
| +1% | +$6.68K | 0.36% | 72 |
|
|
2022
Q2 | $667K | Buy |
17,019
+12
| +0.1% | +$470 | 0.3% | 83 |
|
|
2022
Q1 | $824K | Buy |
17,007
+560
| +3% | +$27.1K | 0.34% | 78 |
|
|
2021
Q4 | $789K | Buy |
16,447
+2,000
| +14% | +$95.9K | 0.36% | 71 |
|
|
2021
Q3 | $670K | Sell |
14,447
-156
| -1% | -$7.24K | 0.34% | 76 |
|
|
2021
Q2 | $661K | Buy |
14,603
+1,200
| +9% | +$54.3K | 0.34% | 75 |
|
|
2021
Q1 | $524K | Buy |
13,403
+18
| +0.1% | +$704 | 0.3% | 77 |
|
|
2020
Q4 | $404K | Sell |
13,385
-662
| -5% | -$20K | 0.25% | 82 |
|
|
2020
Q3 | $330K | Sell |
14,047
-5,164
| -27% | -$121K | 0.22% | 87 |
|
|
2020
Q2 | $492K | Sell |
19,211
-1,795
| -9% | -$46K | 0.35% | 70 |
|
|
2020
Q1 | $603K | Buy |
21,006
+2,057
| +11% | +$59K | 0.47% | 62 |
|
|
2019
Q4 | $1.02M | Sell |
18,949
-590
| -3% | -$31.7K | 0.6% | 59 |
|
|
2019
Q3 | $947K | Buy |
19,539
+3,697
| +23% | +$179K | 0.64% | 55 |
|
|
2019
Q2 | $748K | Buy |
15,842
+189
| +1% | +$8.92K | 0.51% | 63 |
|
|
2019
Q1 | $756K | Buy |
+15,653
| New | +$756K | 0.55% | 60 |
|