LBP AM’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 | $2.08M | Sell |
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|
2025
Q2 | $2.77M | Sell |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $3.74M | Buy |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $7.48M | Sell |
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|
2023
Q3 | $7.9M | Buy |
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|
2023
Q2 | $5.89M | Sell |
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|
2023
Q1 | $6.62M | Sell |
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|
2022
Q4 | $7.65M | Buy |
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