Leo Wealth LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
5,938
+1,149
| +24% | +$92.1K | 0.04% | 243 |
|
|
2025
Q1 | $344K | Buy |
4,789
+46
| +1% | +$3.3K | 0.05% | 205 |
|
|
2024
Q4 | $333K | Sell |
4,743
-90
| -2% | -$6.32K | 0.03% | 274 |
|
|
2024
Q3 | $273K | Sell |
4,833
-82
| -2% | -$4.63K | 0.03% | 291 |
|
|
2024
Q2 | $294K | Buy |
4,915
+168
| +4% | +$10.1K | 0.03% | 272 |
|
|
2024
Q1 | $275K | Buy |
4,747
+241
| +5% | +$13.9K | 0.03% | 279 |
|
|
2023
Q4 | $230K | Buy |
+4,506
| New | +$230K | 0.02% | 295 |
|