LDB
Lee, Danner & Bass’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
57,406
-490
| -0.8% | -$39.3K | 0.36% | 61 |
|
|
2025
Q1 | $4.16M | Sell |
57,896
-500
| -0.9% | -$35.9K | 0.34% | 67 |
|
|
2024
Q4 | $4.1M | Sell |
58,396
-500
| -0.8% | -$35.1K | 0.33% | 67 |
|
|
2024
Q3 | $3.33M | Sell |
58,896
-300
| -0.5% | -$16.9K | 0.23% | 84 |
|
|
2024
Q2 | $3.52M | Buy |
+59,196
| New | +$3.52M | 0.27% | 79 |
|
|
2023
Q4 | $3.11M | Sell |
63,129
-5,280
| -8% | -$260K | 0.27% | 85 |
|
|
2023
Q3 | $2.8M | Sell |
68,409
-100
| -0.1% | -$4.09K | 0.25% | 84 |
|
|
2023
Q2 | $2.92M | Sell |
68,509
-515
| -0.7% | -$22K | 0.25% | 80 |
|
|
2023
Q1 | $2.58M | Sell |
69,024
-750
| -1% | -$28K | 0.24% | 85 |
|
|
2022
Q4 | $2.88M | Buy |
69,774
+5,550
| +9% | +$229K | 0.27% | 80 |
|
|
2022
Q3 | $2.58M | Buy |
64,224
+115
| +0.2% | +$4.63K | 0.27% | 81 |
|
|
2022
Q2 | $2.51M | Buy |
64,109
+7,834
| +14% | +$307K | 0.25% | 82 |
|
|
2022
Q1 | $2.73M | Buy |
56,275
+1,255
| +2% | +$60.8K | 0.23% | 87 |
|
|
2021
Q4 | $2.64M | Buy |
55,020
+2,250
| +4% | +$108K | 0.23% | 86 |
|
|
2021
Q3 | $2.45M | Sell |
52,770
-1,425
| -3% | -$66.1K | 0.23% | 87 |
|
|
2021
Q2 | $2.45M | Sell |
54,195
-1,680
| -3% | -$76.1K | 0.22% | 90 |
|
|
2021
Q1 | $2.18M | Buy |
55,875
+200
| +0.4% | +$7.81K | 0.21% | 90 |
|
|
2020
Q4 | $1.68M | Sell |
55,675
-982
| -2% | -$29.6K | 0.18% | 95 |
|
|
2020
Q3 | $1.33M | Sell |
56,657
-22,045
| -28% | -$518K | 0.16% | 95 |
|
|
2020
Q2 | $2.02M | Sell |
78,702
-5,624
| -7% | -$144K | 0.26% | 79 |
|
|
2020
Q1 | $2.42M | Sell |
84,326
-638
| -0.8% | -$18.3K | 0.35% | 66 |
|
|
2019
Q4 | $4.57M | Sell |
84,964
-3,198
| -4% | -$172K | 0.48% | 54 |
|
|
2019
Q3 | $4.45M | Sell |
88,162
-3,209
| -4% | -$162K | 0.48% | 57 |
|
|
2019
Q2 | $4.32M | Sell |
91,371
-2,690
| -3% | -$127K | 0.46% | 58 |
|
|
2019
Q1 | $4.55M | Sell |
94,061
-8,400
| -8% | -$406K | 0.5% | 52 |
|
|
2018
Q4 | $4.72M | Buy |
102,461
+11,476
| +13% | +$529K | 0.56% | 49 |
|
|
2018
Q3 | $4.78M | Buy |
90,985
+5,791
| +7% | +$304K | 0.47% | 52 |
|
|
2018
Q2 | $4.72M | Sell |
85,194
-8,899
| -9% | -$493K | 0.5% | 52 |
|
|
2018
Q1 | $4.93M | Buy |
94,093
+3,736
| +4% | +$196K | 0.51% | 52 |
|
|
2017
Q4 | $5.48M | Sell |
90,357
-400
| -0.4% | -$24.3K | 0.56% | 49 |
|
|
2017
Q3 | $5.01M | Sell |
90,757
-785
| -0.9% | -$43.3K | 0.54% | 50 |
|
|
2017
Q2 | $5.07M | Buy |
91,542
+7,792
| +9% | +$432K | 0.57% | 47 |
|
|
2017
Q1 | $4.66M | Sell |
83,750
-522
| -0.6% | -$29.1K | 0.53% | 48 |
|
|
2016
Q4 | $4.64M | Sell |
84,272
-980
| -1% | -$54K | 0.55% | 47 |
|
|
2016
Q3 | $3.78M | Buy |
85,252
+12,570
| +17% | +$557K | 0.46% | 54 |
|
|
2016
Q2 | $3.44M | Sell |
72,682
-300
| -0.4% | -$14.2K | 0.42% | 57 |
|
|
2016
Q1 | $3.72M | Buy |
72,982
+1,881
| +3% | +$95.8K | 0.46% | 54 |
|
|
2015
Q4 | $3.87M | Buy |
71,101
+4,293
| +6% | +$233K | 0.51% | 51 |
|
|
2015
Q3 | $3.43M | Buy |
66,808
+5,489
| +9% | +$282K | 0.46% | 54 |
|
|
2015
Q2 | $3.45M | Buy |
61,319
+240
| +0.4% | +$13.5K | 0.41% | 56 |
|
|
2015
Q1 | $3.32M | Sell |
61,079
-400
| -0.7% | -$21.8K | 0.39% | 57 |
|
|
2014
Q4 | $3.37M | Sell |
61,479
-705
| -1% | -$38.6K | 0.4% | 52 |
|
|
2014
Q3 | $3.23M | Buy |
62,184
+241
| +0.4% | +$12.5K | 0.4% | 55 |
|
|
2014
Q2 | $3.26M | Buy |
61,943
+145
| +0.2% | +$7.62K | 0.4% | 57 |
|
|
2014
Q1 | $3.07M | Sell |
61,798
-2,812
| -4% | -$140K | 0.4% | 59 |
|
|
2013
Q4 | $2.93M | Buy |
64,610
+21,506
| +50% | +$976K | 0.39% | 57 |
|
|
2013
Q3 | $1.78M | Hold |
43,104
| – | – | 0.25% | 67 |
|
|
2013
Q2 | $1.78M | Buy |
+43,104
| New | +$1.78M | 0.26% | 65 |
|