Legacy Financial Group (Iowa)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
8,554
-494
| -5% | -$39.6K | 0.1% | 64 |
|
|
2025
Q1 | $650K | Sell |
9,048
-4,489
| -33% | -$322K | 0.1% | 60 |
|
|
2024
Q4 | $951K | Sell |
13,537
-551
| -4% | -$38.7K | 0.15% | 50 |
|
|
2024
Q3 | $796K | Sell |
14,088
-338
| -2% | -$19.1K | 0.15% | 44 |
|
|
2024
Q2 | $857K | Sell |
14,426
-418
| -3% | -$24.8K | 0.17% | 51 |
|
|
2024
Q1 | $860K | Buy |
+14,844
| New | +$860K | 0.17% | 49 |
|
|
2023
Q4 | – | Sell |
-30,653
| Closed | -$1.25M | – | 513 |
|
|
2023
Q3 | $1.25M | Buy |
30,653
+14,423
| +89% | +$589K | 0.29% | 44 |
|
|
2023
Q2 | $693K | Sell |
16,230
-945
| -6% | -$40.3K | 0.18% | 40 |
|
|
2023
Q1 | $642K | Buy |
17,175
+1
| +0% | +$37 | 0.18% | 39 |
|
|
2022
Q4 | $709K | Sell |
17,174
-93
| -0.5% | -$3.84K | 0.21% | 35 |
|
|
2022
Q3 | $694K | Sell |
17,267
-2,430
| -12% | -$97.7K | 0.23% | 26 |
|
|
2022
Q2 | $772K | Sell |
19,697
-70
| -0.4% | -$2.74K | 0.24% | 32 |
|
|
2022
Q1 | $958K | Buy |
+19,767
| New | +$958K | 0.28% | 33 |
|
|
2021
Q4 | – | Sell |
-17,963
| Closed | -$834K | – | 25 |
|
|
2021
Q3 | $834K | Buy |
17,963
+5,154
| +40% | +$239K | 0.25% | 44 |
|
|
2021
Q2 | $580K | Buy |
12,809
+1,171
| +10% | +$53K | 0.18% | 50 |
|
|
2021
Q1 | $455K | Buy |
11,638
+622
| +6% | +$24.3K | 0.16% | 52 |
|
|
2020
Q4 | $332K | Buy |
+11,016
| New | +$332K | 0.13% | 53 |
|