Lebenthal Global 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
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $829K | Buy |
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|
2024
Q2 | $858K | Sell |
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|
2024
Q1 | $871K | Sell |
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|
2023
Q4 | $892K | Sell |
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|
2023
Q3 | $741K | Sell |
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|
2023
Q2 | $792K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $744K | Hold |
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|
2022
Q2 | $724K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $435K | Buy |
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