Leelyn Smith’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 | $244K | Hold |
3,050
| – | – | 0.04% | 120 |
|
|
2025
Q1 | $219K | Hold |
3,050
| – | – | 0.04% | 122 |
|
|
2024
Q4 | $214K | Buy |
+3,050
| New | +$214K | 0.04% | 129 |
|
|
2023
Q1 | – | Sell |
-157
| Closed | -$6.48K | – | 440 |
|
|
2022
Q4 | $6.48K | Buy |
157
+150
| +2,143% | +$6.19K | ﹤0.01% | 353 |
|
|
2022
Q3 | $0 | Sell |
7
-150
| -96% | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $6K | Hold |
157
| – | – | ﹤0.01% | 328 |
|
|
2022
Q1 | $8K | Hold |
157
| – | – | ﹤0.01% | 298 |
|
|
2021
Q4 | $8K | Buy |
157
+150
| +2,143% | +$7.64K | ﹤0.01% | 309 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 399 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 396 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 376 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | – | – | 363 |
|
|
2019
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 323 |
|