LA
Legacy Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,637
| Closed | -$1.05M | – | 412 |
|
|
2025
Q1 | $1.05M | Buy |
14,637
+748
| +5% | +$53.7K | 0.11% | 158 |
|
|
2024
Q4 | $976K | Sell |
13,889
-98
| -0.7% | -$6.88K | 0.09% | 162 |
|
|
2024
Q3 | $790K | Buy |
13,987
+1,728
| +14% | +$97.6K | 0.09% | 186 |
|
|
2024
Q2 | $728K | Buy |
12,259
+3,626
| +42% | +$215K | 0.09% | 170 |
|
|
2024
Q1 | $500K | Buy |
8,633
+857
| +11% | +$49.7K | 0.06% | 206 |
|
|
2023
Q4 | $383K | Buy |
+7,776
| New | +$383K | 0.05% | 214 |
|
|
2019
Q3 | – | Sell |
-2,220
| Closed | -$105K | – | 335 |
|
|
2019
Q2 | $105K | Buy |
2,220
+1,050
| +90% | +$49.7K | 0.07% | 159 |
|
|
2019
Q1 | $57K | Buy |
+1,170
| New | +$57K | 0.02% | 200 |
|
|
2018
Q4 | – | Sell |
-3,724
| Closed | -$196K | – | 396 |
|
|
2018
Q3 | $196K | Buy |
3,724
+2,404
| +182% | +$127K | 0.1% | 136 |
|
|
2018
Q2 | $73K | Buy |
1,320
+807
| +157% | +$44.6K | 0.05% | 158 |
|
|
2018
Q1 | $26K | Buy |
513
+200
| +64% | +$10.1K | 0.02% | 198 |
|
|
2017
Q4 | $18K | Sell |
313
-108
| -26% | -$6.21K | 0.02% | 202 |
|
|
2017
Q3 | $23K | Buy |
421
+8
| +2% | +$437 | 0.03% | 154 |
|
|
2017
Q2 | $22K | Buy |
413
+200
| +94% | +$10.7K | 0.03% | 133 |
|
|
2017
Q1 | $11K | Hold |
213
| – | – | 0.01% | 154 |
|
|
2016
Q4 | $11K | Buy |
+213
| New | +$11K | 0.02% | 171 |
|