LB
Legacy Bridge’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Hold |
6,229
| – | – | 0.24% | 106 |
|
|
2025
Q1 | $447K | Hold |
6,229
| – | – | 0.25% | 110 |
|
|
2024
Q4 | $438K | Hold |
6,229
| – | – | 0.23% | 114 |
|
|
2024
Q3 | $352K | Hold |
6,229
| – | – | 0.19% | 118 |
|
|
2024
Q2 | $370K | Hold |
6,229
| – | – | 0.22% | 108 |
|
|
2024
Q1 | $361K | Hold |
6,229
| – | – | 0.21% | 107 |
|
|
2023
Q4 | $307K | Sell |
6,229
-675
| -10% | -$33.2K | 0.2% | 114 |
|
|
2023
Q3 | $282K | Hold |
6,904
| – | – | 0.2% | 119 |
|
|
2023
Q2 | $295K | Hold |
6,904
| – | – | 0.2% | 123 |
|
|
2023
Q1 | $258K | Hold |
6,904
| – | – | 0.18% | 127 |
|
|
2022
Q4 | $285K | Buy |
6,904
+487
| +8% | +$20.1K | 0.2% | 122 |
|
|
2022
Q3 | $258K | Hold |
6,417
| – | – | 0.21% | 123 |
|
|
2022
Q2 | $251K | Hold |
6,417
| – | – | 0.19% | 129 |
|
|
2022
Q1 | $311K | Sell |
6,417
-400
| -6% | -$19.4K | 0.18% | 132 |
|
|
2021
Q4 | $327K | Hold |
6,817
| – | – | 0.17% | 136 |
|
|
2021
Q3 | $316K | Hold |
6,817
| – | – | 0.18% | 130 |
|
|
2021
Q2 | $309K | Buy |
6,817
+2,000
| +42% | +$90.7K | 0.17% | 133 |
|
|
2021
Q1 | $188K | Hold |
4,817
| – | – | 0.12% | 142 |
|
|
2020
Q4 | $145K | Sell |
4,817
-230
| -5% | -$6.92K | 0.11% | 144 |
|
|
2020
Q3 | $119K | Hold |
5,047
| – | – | 0.11% | 142 |
|
|
2020
Q2 | $129K | Buy |
5,047
+1,100
| +28% | +$28.1K | 0.14% | 134 |
|
|
2020
Q1 | $113K | Sell |
3,947
-5,259
| -57% | -$151K | 0.14% | 135 |
|
|
2019
Q4 | $495K | Sell |
9,206
-10,000
| -52% | -$538K | 0.41% | 88 |
|
|
2019
Q3 | $969K | Hold |
19,206
| – | – | 0.93% | 26 |
|
|
2019
Q2 | $909K | Hold |
19,206
| – | – | 0.88% | 26 |
|
|
2019
Q1 | $928K | Buy |
19,206
+230
| +1% | +$11.1K | 0.96% | 20 |
|
|
2018
Q4 | $874K | Buy |
+18,976
| New | +$874K | 1.08% | 14 |
|