Lazari Capital Management’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 | $1.5M | Buy |
18,740
+494
| +3% | +$39.6K | 0.57% | 34 |
|
|
2025
Q1 | $1.31M | Sell |
18,246
-918
| -5% | -$65.9K | 0.54% | 37 |
|
|
2024
Q4 | $1.35M | Sell |
19,164
-1,539
| -7% | -$108K | 0.54% | 31 |
|
|
2024
Q3 | $1.17M | Sell |
20,703
-256
| -1% | -$14.5K | 0.5% | 36 |
|
|
2024
Q2 | $1.24M | Buy |
20,959
+21
| +0.1% | +$1.25K | 0.56% | 36 |
|
|
2024
Q1 | $1.21M | Sell |
20,938
-1,866
| -8% | -$108K | 0.66% | 29 |
|
|
2023
Q4 | $1.12M | Buy |
22,804
+202
| +0.9% | +$9.94K | 0.64% | 31 |
|
|
2023
Q3 | $924K | Sell |
22,602
-156
| -0.7% | -$6.37K | 0.55% | 34 |
|
|
2023
Q2 | $971K | Buy |
+22,758
| New | +$971K | 0.55% | 34 |
|