Lenox Wealth Advisors’s Wells Fargo WFC Stock Holding History

Lenox Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$461K	Buy	9,456 +9,138	+2,874%	+$445K	0.06%	69
2021 Q4	$15K	Sell	318 -1,145	-78%	-$54K	﹤0.01%	453
2021 Q3	$68K	Sell	1,463 -234	-14%	-$10.9K	0.01%	197
2021 Q2	$77K	Buy	1,697 +147	+9%	+$6.67K	0.01%	174
2021 Q1	$61K	Sell	1,550 -1,322	-46%	-$52K	0.01%	167
2020 Q4	$87K	Buy	2,872 +1,983	+223%	+$60.1K	0.01%	134
2020 Q3	$21K	Hold	889	–	–	﹤0.01%	281
2020 Q2	$23K	Sell	889 -298	-25%	-$7.71K	﹤0.01%	269
2020 Q1	$34K	Sell	1,187 -586	-33%	-$16.8K	0.01%	178
2019 Q4	$95K	Buy	1,773 +272	+18%	+$14.6K	0.01%	119
2019 Q3	$76K	Buy	1,501 +888	+145%	+$45K	0.01%	128
2019 Q2	$29K	Sell	613 -2,046	-77%	-$96.8K	0.01%	188
2019 Q1	$128K	Buy	2,659 +46	+2%	+$2.21K	0.02%	96
2018 Q4	$120K	Sell	2,613 -2,000	-43%	-$91.8K	0.03%	91
2018 Q3	$242K	Buy	4,613 +4,298	+1,364%	+$225K	0.05%	64
2018 Q2	$17K	Sell	315 -178	-36%	-$9.61K	﹤0.01%	282
2018 Q1	$26K	Buy	493 +395	+403%	+$20.8K	0.01%	240
2017 Q4	$6K	Buy	+98	New	+$6K	﹤0.01%	207
2017 Q2	–	Sell	-305	Closed	-$17K	–	116
2017 Q1	$17K	Hold	305	–	–	0.01%	70
2016 Q4	$17K	Sell	305 -60	-16%	-$3.34K	0.01%	87
2016 Q3	$16K	Sell	365 -98	-21%	-$4.3K	﹤0.01%	153
2016 Q2	$22K	Hold	463	–	–	0.01%	128
2016 Q1	$22K	Sell	463 -801	-63%	-$38.1K	0.01%	126
2015 Q4	$69K	Sell	1,264 -186	-13%	-$10.2K	0.02%	66
2015 Q3	$74K	Buy	1,450 +500	+53%	+$25.5K	0.03%	62
2015 Q2	$53K	Sell	950 -455	-32%	-$25.4K	0.02%	63
2015 Q1	$76K	Hold	1,405	–	–	0.03%	61
2014 Q4	$77K	Buy	1,405 +495	+54%	+$27.1K	0.03%	63
2014 Q3	$47K	Hold	910	–	–	0.02%	80
2014 Q2	$48K	Hold	910	–	–	0.02%	65
2014 Q1	$45K	Buy	910 +294	+48%	+$14.5K	0.03%	63
2013 Q4	$28K	Buy	616 +478	+346%	+$21.7K	0.02%	94
2013 Q3	$6K	Hold	138	–	–	0.01%	155
2013 Q2	$6K	Buy	+138	New	+$6K	0.01%	171