Lauterbach 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 | $654K | Buy |
8,159
+44
| +0.5% | +$3.53K | 0.36% | 38 |
|
|
2025
Q1 | $583K | Sell |
8,115
-942
| -10% | -$67.6K | 0.36% | 37 |
|
|
2024
Q4 | $636K | Buy |
9,057
+48
| +0.5% | +$3.37K | 0.39% | 34 |
|
|
2024
Q3 | $509K | Buy |
9,009
+62
| +0.7% | +$3.5K | 0.31% | 39 |
|
|
2024
Q2 | $477K | Buy |
8,947
+52
| +0.6% | +$2.77K | 0.31% | 39 |
|
|
2024
Q1 | $516K | Buy |
8,895
+809
| +10% | +$46.9K | 0.34% | 37 |
|
|
2023
Q4 | $398K | Sell |
8,086
-2,249
| -22% | -$111K | 0.28% | 37 |
|
|
2023
Q3 | $422K | Buy |
10,335
+64
| +0.6% | +$2.62K | 0.33% | 36 |
|
|
2023
Q2 | $438K | Buy |
10,271
+54
| +0.5% | +$2.31K | 0.34% | 34 |
|
|
2023
Q1 | $382K | Buy |
10,217
+49
| +0.5% | +$1.83K | 0.31% | 37 |
|
|
2022
Q4 | $420K | Buy |
10,168
+49
| +0.5% | +$2.02K | 0.37% | 30 |
|
|
2022
Q3 | $407K | Buy |
10,119
+49
| +0.5% | +$1.97K | 0.41% | 26 |
|
|
2022
Q2 | $394K | Buy |
10,070
+12
| +0.1% | +$470 | 0.37% | 26 |
|
|
2022
Q1 | $487K | Sell |
10,058
-539
| -5% | -$26.1K | 0.44% | 24 |
|
|
2021
Q4 | $508K | Buy |
+10,597
| New | +$508K | 0.45% | 21 |
|