Laurie J. Hall Trustee’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
Q3 | $202K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $183K | Sell |
|
|||||
|
2024
Q3 | $189K | Hold |
|
|||||
|
2024
Q2 | $199K | Hold |
|
|||||
|
2024
Q1 | $194K | Sell |
|
|||||
|
2023
Q4 | $197K | Hold |
|
|||||
|
2023
Q3 | $164K | Hold |
|
|||||
|
2023
Q2 | $171K | Sell |
|
|||||
|
2023
Q1 | $159K | Hold |
|
|||||
|
2022
Q4 | $175K | Hold |
|
|||||
|
2022
Q3 | $171K | Hold |
|
|||||
|
2022
Q2 | $166K | Sell |
|
|||||
|
2022
Q1 | $219K | Hold |
|
|||||
|
2021
Q4 | $216K | Sell |
|
|||||
|
2021
Q3 | $211K | Hold |
|
|||||
|
2021
Q2 | $206K | Sell |
|
|||||
|
2021
Q1 | $179K | Hold |
|
|||||
|
2020
Q4 | $138K | Sell |
|
|||||
|
2020
Q3 | $173K | Buy |
|
|||||
|
2019
Q4 | $529K | Hold |
|
|||||
|
2019
Q3 | $496K | Hold |
|
|||||
|
2019
Q2 | $466K | Sell |
|
|||||
|
2019
Q1 | $487K | Sell |
|
|||||
|
2018
Q4 | $627K | Sell |
|
|||||
|
2018
Q3 | $748K | Sell |
|
|||||
|
2018
Q2 | $793K | Sell |
|
|||||
|
2018
Q1 | $761K | Hold |
|
|||||
|
2017
Q4 | $881K | Buy |
|
|||||
|
2017
Q3 | $765K | Sell |
|
|||||
|
2017
Q2 | $796K | Hold |
|
|||||
|
2017
Q1 | $790K | Sell |
|
|||||
|
2016
Q4 | $795K | Buy |
|
|||||
|
2016
Q2 | $710K | Hold |
|
|||||
|
2016
Q1 | $748K | Buy |
|
|||||
|
2015
Q4 | $708K | Sell |
|
|||||
|
2015
Q3 | $763K | Sell |
|
|||||
|
2015
Q2 | $853K | Sell |
|
|||||
|
2015
Q1 | $831K | Hold |
|
|||||
|
2014
Q4 | $837K | Hold |
|
|||||
|
2014
Q3 | $792K | Sell |
|
|||||
|
2014
Q2 | $813K | Hold |
|
|||||
|
2014
Q1 | $769K | Hold |
|
|||||
|
2013
Q4 | $702K | Hold |
|
|||||
|
2013
Q3 | $639K | Hold |
|
|||||
|
2013
Q2 | $638K | Buy |
|