Lavaca Capital’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 | $49K | Buy |
612
+50
| +9% | +$4.01K | 0.02% | 159 |
|
|
2025
Q1 | $40.3K | Buy |
562
+150
| +36% | +$10.8K | 0.02% | 154 |
|
|
2024
Q4 | $28.9K | Buy |
+412
| New | +$28.9K | 0.01% | 217 |
|
|
2019
Q2 | – | Sell |
-3,327
| Closed | -$161K | – | 353 |
|
|
2019
Q1 | $161K | Hold |
3,327
| – | – | 0.14% | 76 |
|
|
2018
Q4 | $153K | Buy |
+3,327
| New | +$153K | 0.15% | 67 |
|