LGA
Lebenthal Global Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
16,425
+1,135
| +7% | +$90.9K | 0.25% | 66 |
|
|
2025
Q1 | $1.1M | Buy |
15,290
+181
| +1% | +$13K | 0.21% | 68 |
|
|
2024
Q4 | $1.06M | Buy |
15,109
+433
| +3% | +$30.4K | 0.19% | 82 |
|
|
2024
Q3 | $829K | Buy |
14,676
+228
| +2% | +$12.9K | 0.17% | 89 |
|
|
2024
Q2 | $858K | Sell |
14,448
-579
| -4% | -$34.4K | 0.19% | 78 |
|
|
2024
Q1 | $871K | Sell |
15,027
-3,100
| -17% | -$180K | 0.19% | 65 |
|
|
2023
Q4 | $892K | Sell |
18,127
-11
| -0.1% | -$541 | 0.21% | 62 |
|
|
2023
Q3 | $741K | Sell |
18,138
-414
| -2% | -$16.9K | 0.22% | 52 |
|
|
2023
Q2 | $792K | Buy |
+18,552
| New | +$792K | 0.23% | 42 |
|
|
2022
Q4 | – | Sell |
-18,508
| Closed | -$744K | – | 138 |
|
|
2022
Q3 | $744K | Hold |
18,508
| – | – | 0.34% | 29 |
|
|
2022
Q2 | $724K | Buy |
18,508
+5,433
| +42% | +$213K | 0.35% | 32 |
|
|
2022
Q1 | $633K | Buy |
13,075
+4,001
| +44% | +$194K | 0.27% | 62 |
|
|
2021
Q4 | $435K | Buy |
+9,074
| New | +$435K | 0.18% | 93 |
|