LIA
LBMC Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
7,131
+334
| +5% | +$26.8K | 0.04% | 116 |
|
|
2025
Q1 | $488K | Hold |
6,797
| – | – | 0.04% | 120 |
|
|
2024
Q4 | $477K | Hold |
6,797
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $384K | Hold |
6,797
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $404K | Hold |
6,797
| – | – | 0.04% | 116 |
|
|
2024
Q1 | $394K | Buy |
6,797
+241
| +4% | +$14K | 0.03% | 116 |
|
|
2023
Q4 | $323K | Hold |
6,556
| – | – | 0.03% | 121 |
|
|
2023
Q3 | $254K | Hold |
6,556
| – | – | 0.03% | 131 |
|
|
2023
Q2 | $280K | Hold |
6,556
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $245K | Hold |
6,556
| – | – | 0.02% | 141 |
|
|
2022
Q4 | $271K | Sell |
6,556
-5
| -0.1% | -$206 | 0.03% | 130 |
|
|
2022
Q3 | $264K | Buy |
+6,561
| New | +$264K | 0.03% | 123 |
|