Laurie J. Hall Trustee’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,602
| Closed | -$183K | – | 243 |
|
|
2024
Q4 | $183K | Sell |
2,602
-745
| -22% | -$52.4K | 0.06% | 123 |
|
|
2024
Q3 | $189K | Hold |
3,347
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $199K | Hold |
3,347
| – | – | 0.07% | 112 |
|
|
2024
Q1 | $194K | Sell |
3,347
-660
| -16% | -$38.3K | 0.07% | 117 |
|
|
2023
Q4 | $197K | Hold |
4,007
| – | – | 0.08% | 112 |
|
|
2023
Q3 | $164K | Hold |
4,007
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $171K | Sell |
4,007
-235
| -6% | -$10K | 0.07% | 115 |
|
|
2023
Q1 | $159K | Hold |
4,242
| – | – | 0.07% | 116 |
|
|
2022
Q4 | $175K | Hold |
4,242
| – | – | 0.08% | 108 |
|
|
2022
Q3 | $171K | Hold |
4,242
| – | – | 0.08% | 107 |
|
|
2022
Q2 | $166K | Sell |
4,242
-270
| -6% | -$10.6K | 0.08% | 112 |
|
|
2022
Q1 | $219K | Hold |
4,512
| – | – | 0.08% | 107 |
|
|
2021
Q4 | $216K | Sell |
4,512
-35
| -0.8% | -$1.68K | 0.08% | 113 |
|
|
2021
Q3 | $211K | Hold |
4,547
| – | – | 0.08% | 108 |
|
|
2021
Q2 | $206K | Sell |
4,547
-42
| -0.9% | -$1.9K | 0.08% | 110 |
|
|
2021
Q1 | $179K | Hold |
4,589
| – | – | 0.07% | 120 |
|
|
2020
Q4 | $138K | Sell |
4,589
-2,750
| -37% | -$82.7K | 0.06% | 133 |
|
|
2020
Q3 | $173K | Buy |
+7,339
| New | +$173K | 0.08% | 113 |
|
|
2019
Q4 | $529K | Hold |
9,839
| – | – | 0.24% | 69 |
|
|
2019
Q3 | $496K | Hold |
9,839
| – | – | 0.25% | 67 |
|
|
2019
Q2 | $466K | Sell |
9,839
-252
| -2% | -$11.9K | 0.24% | 70 |
|
|
2019
Q1 | $487K | Sell |
10,091
-2,700
| -21% | -$130K | 0.26% | 67 |
|
|
2018
Q4 | $627K | Sell |
12,791
-1,452
| -10% | -$71.2K | 0.35% | 60 |
|
|
2018
Q3 | $748K | Sell |
14,243
-66
| -0.5% | -$3.47K | 0.39% | 56 |
|
|
2018
Q2 | $793K | Sell |
14,309
-213
| -1% | -$11.8K | 0.46% | 55 |
|
|
2018
Q1 | $761K | Hold |
14,522
| – | – | 0.46% | 52 |
|
|
2017
Q4 | $881K | Buy |
14,522
+652
| +5% | +$39.6K | 0.5% | 49 |
|
|
2017
Q3 | $765K | Sell |
13,870
-490
| -3% | -$27K | 0.48% | 49 |
|
|
2017
Q2 | $796K | Hold |
14,360
| – | – | 0.51% | 48 |
|
|
2017
Q1 | $790K | Sell |
14,360
-90
| -0.6% | -$4.95K | 0.5% | 48 |
|
|
2016
Q4 | $795K | Buy |
+14,450
| New | +$795K | 0.51% | 50 |
|
|
2016
Q2 | $710K | Hold |
14,768
| – | – | 0.46% | 51 |
|
|
2016
Q1 | $748K | Buy |
14,768
+100
| +0.7% | +$5.07K | 0.47% | 50 |
|
|
2015
Q4 | $708K | Sell |
14,668
-200
| -1% | -$9.65K | 0.51% | 46 |
|
|
2015
Q3 | $763K | Sell |
14,868
-300
| -2% | -$15.4K | 0.61% | 41 |
|
|
2015
Q2 | $853K | Sell |
15,168
-100
| -0.7% | -$5.62K | 0.62% | 42 |
|
|
2015
Q1 | $831K | Hold |
15,268
| – | – | 0.61% | 43 |
|
|
2014
Q4 | $837K | Hold |
15,268
| – | – | 0.6% | 41 |
|
|
2014
Q3 | $792K | Sell |
15,268
-200
| -1% | -$10.4K | 0.6% | 42 |
|
|
2014
Q2 | $813K | Hold |
15,468
| – | – | 0.61% | 41 |
|
|
2014
Q1 | $769K | Hold |
15,468
| – | – | 0.59% | 42 |
|
|
2013
Q4 | $702K | Hold |
15,468
| – | – | 0.54% | 45 |
|
|
2013
Q3 | $639K | Hold |
15,468
| – | – | 0.54% | 47 |
|
|
2013
Q2 | $638K | Buy |
+15,468
| New | +$638K | 0.56% | 47 |
|