Legacy Private Trust’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
Q3 | $10.9M | Buy |
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|
2025
Q2 | $10.2M | Buy |
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|
2025
Q1 | $7.97M | Sell |
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|
2024
Q4 | $8.01M | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $763K | Buy |
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|
2022
Q4 | $744K | Buy |
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|
2022
Q3 | $475K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $388K | Sell |
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|
2018
Q3 | $479K | Buy |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $577K | Sell |
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|
2017
Q4 | $679K | Sell |
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|
2017
Q3 | $619K | Sell |
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|
2017
Q2 | $641K | Sell |
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|
2017
Q1 | $715K | Buy |
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|
2016
Q4 | $675K | Sell |
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|
2016
Q3 | $921K | Sell |
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|
2016
Q2 | $2.52M | Sell |
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|
2016
Q1 | $4.1M | Sell |
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|
2015
Q4 | $4.69M | Sell |
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|
2015
Q3 | $4.49M | Buy |
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|
2015
Q2 | $4.83M | Sell |
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|
2015
Q1 | $5.23M | Sell |
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|
2014
Q4 | $5.35M | Buy |
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|
2014
Q3 | $4.88M | Sell |
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|
2014
Q2 | $4.99M | Buy |
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|
2014
Q1 | $3.02M | Buy |
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|
2013
Q4 | $1.42M | Buy |
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|
2013
Q3 | $557K | Buy |
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