Lauterbach Financial Advisors’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 | $654K | Buy |
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|
2025
Q1 | $583K | Sell |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $509K | Buy |
|
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $516K | Buy |
|
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $508K | Buy |
|