LBP AM’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 | $2.77M | Sell |
34,611
-17,534
| -34% | -$1.4M | 0.04% | 253 |
|
|
2025
Q1 | $3.74M | Sell |
52,145
-1,071
| -2% | -$76.9K | 0.06% | 221 |
|
|
2024
Q4 | $3.74M | Buy |
53,216
+35,429
| +199% | +$2.49M | 0.05% | 225 |
|
|
2024
Q3 | $1M | Sell |
17,787
-938
| -5% | -$53K | 0.02% | 296 |
|
|
2024
Q2 | $1.11M | Sell |
18,725
-29,909
| -61% | -$1.78M | 0.05% | 206 |
|
|
2024
Q1 | $2.82M | Sell |
48,634
-103,394
| -68% | -$5.99M | 0.11% | 149 |
|
|
2023
Q4 | $7.48M | Sell |
152,028
-41,216
| -21% | -$2.03M | 0.16% | 142 |
|
|
2023
Q3 | $7.9M | Buy |
193,244
+55,277
| +40% | +$2.26M | 0.18% | 141 |
|
|
2023
Q2 | $5.89M | Sell |
137,967
-39,039
| -22% | -$1.67M | 0.14% | 147 |
|
|
2023
Q1 | $6.62M | Sell |
177,006
-8,151
| -4% | -$305K | 0.17% | 125 |
|
|
2022
Q4 | $7.65M | Buy |
+185,157
| New | +$7.65M | 0.22% | 96 |
|