LFAS
Level Four Advisory Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
20,383
-542
| -3% | -$43.4K | 0.06% | 286 |
|
|
2025
Q1 | $1.5M | Sell |
20,925
-2,018
| -9% | -$145K | 0.06% | 282 |
|
|
2024
Q4 | $1.61M | Buy |
22,943
+271
| +1% | +$19K | 0.07% | 266 |
|
|
2024
Q3 | $1.47M | Sell |
22,672
-54,687
| -71% | -$3.55M | 0.06% | 277 |
|
|
2024
Q2 | $4.59M | Sell |
77,359
-4,935
| -6% | -$293K | 0.21% | 137 |
|
|
2024
Q1 | $4.05M | Buy |
82,294
+5,610
| +7% | +$276K | 0.22% | 120 |
|
|
2023
Q4 | $3.77M | Sell |
76,684
-4,421
| -5% | -$218K | 0.21% | 125 |
|
|
2023
Q3 | $3.31M | Sell |
81,105
-20,529
| -20% | -$839K | 0.21% | 128 |
|
|
2023
Q2 | $4.34M | Buy |
101,634
+1,747
| +2% | +$74.6K | 0.26% | 92 |
|
|
2023
Q1 | $3.73M | Sell |
99,887
-702
| -0.7% | -$26.2K | 0.24% | 103 |
|
|
2022
Q4 | $4.15M | Sell |
100,589
-5,135
| -5% | -$212K | 0.31% | 77 |
|
|
2022
Q3 | $4.25M | Buy |
105,724
+5,655
| +6% | +$227K | 0.41% | 56 |
|
|
2022
Q2 | $3.92M | Buy |
100,069
+13,344
| +15% | +$523K | 0.37% | 72 |
|
|
2022
Q1 | $4.2M | Buy |
86,725
+3,042
| +4% | +$147K | 0.33% | 84 |
|
|
2021
Q4 | $4.02M | Buy |
83,683
+15,157
| +22% | +$727K | 0.31% | 88 |
|
|
2021
Q3 | $3.18M | Sell |
68,526
-6,732
| -9% | -$312K | 0.33% | 88 |
|
|
2021
Q2 | $3.41M | Buy |
75,258
+14,300
| +23% | +$648K | 0.24% | 113 |
|
|
2021
Q1 | $2.38M | Buy |
60,958
+30,820
| +102% | +$1.2M | 0.19% | 138 |
|
|
2020
Q4 | $910K | Sell |
30,138
-18,953
| -39% | -$572K | 0.07% | 266 |
|
|
2020
Q3 | $1.15M | Sell |
49,091
-67,609
| -58% | -$1.59M | 0.09% | 223 |
|
|
2020
Q2 | $2.99M | Buy |
116,700
+62,062
| +114% | +$1.59M | 0.23% | 110 |
|
|
2020
Q1 | $1.56M | Sell |
54,638
-1,279
| -2% | -$36.6K | 0.19% | 132 |
|
|
2019
Q4 | $16.2M | Buy |
55,917
+2,223
| +4% | +$642K | 0.64% | 36 |
|
|
2019
Q3 | $2.71M | Buy |
53,694
+11,070
| +26% | +$559K | 0.28% | 78 |
|
|
2019
Q2 | $2.02M | Buy |
42,624
+3,573
| +9% | +$169K | 0.2% | 112 |
|
|
2019
Q1 | $1.89M | Sell |
39,051
-736
| -2% | -$35.6K | 0.21% | 109 |
|
|
2018
Q4 | $1.83M | Buy |
39,787
+32
| +0.1% | +$1.47K | 0.23% | 102 |
|
|
2018
Q3 | $2.09M | Sell |
39,755
-3,016
| -7% | -$159K | 0.23% | 103 |
|
|
2018
Q2 | $2.37M | Buy |
42,771
+4,848
| +13% | +$269K | 0.17% | 123 |
|
|
2018
Q1 | $1.99M | Sell |
37,923
-3,006
| -7% | -$158K | 0.15% | 129 |
|
|
2017
Q4 | $2.48M | Buy |
40,929
+7,842
| +24% | +$476K | 0.19% | 105 |
|
|
2017
Q3 | $1.83M | Sell |
33,087
-6,337
| -16% | -$350K | 0.16% | 122 |
|
|
2017
Q2 | $2.17M | Sell |
39,424
-15,166
| -28% | -$834K | 0.33% | 76 |
|
|
2017
Q1 | $3.01M | Sell |
54,590
-143
| -0.3% | -$7.89K | 0.31% | 75 |
|
|
2016
Q4 | $3.02M | Buy |
+54,733
| New | +$3.02M | 0.39% | 49 |
|