Lee, Danner & Bass’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 | $4.6M | Sell |
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|
2025
Q1 | $4.16M | Sell |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $3.52M | Buy |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.88M | Buy |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.51M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $2.45M | Sell |
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|
2021
Q2 | $2.45M | Sell |
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|
2021
Q1 | $2.18M | Buy |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $2.42M | Sell |
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|
2019
Q4 | $4.57M | Sell |
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|
2019
Q3 | $4.45M | Sell |
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|
2019
Q2 | $4.32M | Sell |
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|
2019
Q1 | $4.54M | Sell |
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|
2018
Q4 | $4.72M | Buy |
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|
2018
Q3 | $4.78M | Buy |
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|
2018
Q2 | $4.72M | Sell |
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|
2018
Q1 | $4.93M | Buy |
|
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|
2017
Q4 | $5.48M | Sell |
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|
2017
Q3 | $5M | Sell |
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|
2017
Q2 | $5.07M | Buy |
|
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|
2017
Q1 | $4.66M | Sell |
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|
2016
Q4 | $4.64M | Sell |
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|
2016
Q3 | $3.77M | Buy |
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|
2016
Q2 | $3.44M | Sell |
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|
2016
Q1 | $3.72M | Buy |
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|
2015
Q4 | $3.87M | Buy |
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|
2015
Q3 | $3.43M | Buy |
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|
2015
Q2 | $3.45M | Buy |
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|
2015
Q1 | $3.32M | Sell |
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|
2014
Q4 | $3.37M | Sell |
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|
2014
Q3 | $3.23M | Buy |
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|
2014
Q2 | $3.26M | Buy |
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|
2014
Q1 | $3.07M | Sell |
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|
2013
Q4 | $2.93M | Buy |
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|
2013
Q3 | $1.78M | Hold |
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|
2013
Q2 | $1.78M | Buy |
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