LBMC Investment 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
Q3 | $975K | Buy |
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|
2025
Q2 | $571K | Buy |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $323K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $264K | Buy |
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