Laurel Wealth Advisors (North Carolina)’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 | $24.6M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $879K | Sell |
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|
2023
Q2 | $949K | Buy |
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|
2023
Q1 | $783K | Sell |
|
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $973K | Buy |
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|
2022
Q2 | $947K | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.17M | Hold |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $841K | Sell |
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|
2020
Q4 | $749K | Sell |
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|
2020
Q3 | $955K | Sell |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q4 | $2.12M | Sell |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $1.84M | Sell |
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|
2019
Q1 | $2.1M | Buy |
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|
2018
Q4 | $2M | Buy |
|