Legacy Financial Group (Iowa)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $765K | Sell |
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|
2025
Q3 | $705K | Sell |
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|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $951K | Sell |
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|
2024
Q3 | $796K | Sell |
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|
2024
Q2 | $857K | Sell |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $693K | Sell |
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|
2023
Q1 | $642K | Buy |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $772K | Sell |
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|
2022
Q1 | $958K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $834K | Buy |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $455K | Buy |
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|
2020
Q4 | $332K | Buy |
|