Laraway Financial 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 | $335K | Hold |
4,180
| – | – | 0.25% | 91 |
|
|
2025
Q1 | $300K | Sell |
4,180
-249
| -6% | -$17.9K | 0.24% | 97 |
|
|
2024
Q4 | $311K | Buy |
4,429
+1
| +0% | +$70 | 0.24% | 92 |
|
|
2024
Q3 | $250K | Hold |
4,428
| – | – | 0.2% | 102 |
|
|
2024
Q2 | $263K | Buy |
4,428
+1
| +0% | +$59 | 0.22% | 92 |
|
|
2024
Q1 | $257K | Buy |
4,427
+1
| +0% | +$58 | 0.23% | 99 |
|
|
2023
Q4 | $218K | Buy |
+4,426
| New | +$218K | 0.21% | 101 |
|
|
2022
Q4 | – | Sell |
-5,350
| Closed | -$215K | – | 104 |
|
|
2022
Q3 | $215K | Sell |
5,350
-50
| -0.9% | -$2.01K | 0.24% | 99 |
|
|
2022
Q2 | $212K | Sell |
5,400
-270
| -5% | -$10.6K | 0.23% | 101 |
|
|
2022
Q1 | $275K | Sell |
5,670
-1,000
| -15% | -$48.5K | 0.25% | 96 |
|
|
2021
Q4 | $320K | Buy |
+6,670
| New | +$320K | 0.29% | 90 |
|