Lantz Financial’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
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $889K | Buy |
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|
2024
Q2 | $929K | Sell |
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|
2024
Q1 | $941K | Sell |
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|
2023
Q4 | $811K | Buy |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $582K | Sell |
|
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|
2022
Q4 | $668K | Sell |
|
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $667K | Buy |
|
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|
2022
Q1 | $824K | Buy |
|
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|
2021
Q4 | $789K | Buy |
|
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|
2021
Q3 | $670K | Sell |
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|
2021
Q2 | $661K | Buy |
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|
2021
Q1 | $524K | Buy |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $330K | Sell |
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|
2020
Q2 | $492K | Sell |
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|
2020
Q1 | $603K | Buy |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $947K | Buy |
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|
2019
Q2 | $748K | Buy |
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|
2019
Q1 | $756K | Buy |
|