LFA
Legacy Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
26,680
+8,376
| +46% | +$671K | 0.33% | 47 |
|
|
2025
Q1 | $1.31M | Buy |
18,304
+2,204
| +14% | +$158K | 0.22% | 80 |
|
|
2024
Q4 | $1.13M | Buy |
16,100
+3,398
| +27% | +$239K | 0.19% | 91 |
|
|
2024
Q3 | $718K | Sell |
12,702
-2,525
| -17% | -$143K | 0.12% | 152 |
|
|
2024
Q2 | $904K | Buy |
15,227
+1,049
| +7% | +$62.3K | 0.16% | 105 |
|
|
2024
Q1 | $822K | Buy |
14,178
+2,868
| +25% | +$166K | 0.15% | 113 |
|
|
2023
Q4 | $557K | Sell |
11,310
-408
| -3% | -$20.1K | 0.11% | 149 |
|
|
2023
Q3 | $479K | Buy |
11,718
+2,478
| +27% | +$101K | 0.1% | 142 |
|
|
2023
Q2 | $394K | Buy |
9,240
+1,529
| +20% | +$65.3K | 0.07% | 165 |
|
|
2023
Q1 | $288K | Buy |
7,711
+531
| +7% | +$19.9K | 0.06% | 188 |
|
|
2022
Q4 | $296K | Sell |
7,180
-713
| -9% | -$29.4K | 0.06% | 180 |
|
|
2022
Q3 | $317K | Buy |
7,893
+1,653
| +26% | +$66.4K | 0.08% | 153 |
|
|
2022
Q2 | $244K | Sell |
6,240
-1,131
| -15% | -$44.2K | 0.06% | 178 |
|
|
2022
Q1 | $357K | Buy |
7,371
+674
| +10% | +$32.6K | 0.08% | 144 |
|
|
2021
Q4 | $321K | Buy |
6,697
+86
| +1% | +$4.12K | 0.07% | 136 |
|
|
2021
Q3 | $307K | Buy |
6,611
+710
| +12% | +$33K | 0.08% | 119 |
|
|
2021
Q2 | $267K | Buy |
5,901
+289
| +5% | +$13.1K | 0.07% | 140 |
|
|
2021
Q1 | $219K | Buy |
+5,612
| New | +$219K | 0.06% | 143 |
|
|
2020
Q1 | – | Sell |
-4,121
| Closed | -$222K | – | 120 |
|
|
2019
Q4 | $222K | Sell |
4,121
-846
| -17% | -$45.6K | 0.07% | 109 |
|
|
2019
Q3 | $251K | Buy |
4,967
+37
| +0.8% | +$1.87K | 0.08% | 100 |
|
|
2019
Q2 | $233K | Sell |
4,930
-823
| -14% | -$38.9K | 0.08% | 103 |
|
|
2019
Q1 | $278K | Buy |
5,753
+1,683
| +41% | +$81.3K | 0.09% | 94 |
|
|
2018
Q4 | $188K | Sell |
4,070
-2,574
| -39% | -$119K | 0.07% | 103 |
|
|
2018
Q3 | $349K | Sell |
6,644
-994
| -13% | -$52.2K | 0.13% | 66 |
|
|
2018
Q2 | $423K | Sell |
7,638
-343
| -4% | -$19K | 0.16% | 59 |
|
|
2018
Q1 | $419K | Buy |
7,981
+4,013
| +101% | +$211K | 0.17% | 57 |
|
|
2017
Q4 | $240K | Buy |
+3,968
| New | +$240K | 0.1% | 94 |
|