LA
LexAurum Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
18,799
+7
| +0% | +$561 | 0.24% | 86 |
|
|
2025
Q1 | $1.35M | Sell |
18,792
-96
| -0.5% | -$6.89K | 0.26% | 81 |
|
|
2024
Q4 | $1.33M | Buy |
18,888
+450
| +2% | +$31.6K | 0.26% | 77 |
|
|
2024
Q3 | $1.04M | Buy |
18,438
+1
| +0% | +$56 | 0.23% | 95 |
|
|
2024
Q2 | $1.09M | Sell |
18,437
-1,410
| -7% | -$83.7K | 0.27% | 86 |
|
|
2024
Q1 | $1.15M | Sell |
19,847
-100
| -0.5% | -$5.8K | 0.29% | 73 |
|
|
2023
Q4 | $982K | Sell |
19,947
-445
| -2% | -$21.9K | 0.26% | 85 |
|
|
2023
Q3 | $833K | Buy |
20,392
+5,647
| +38% | +$231K | 0.24% | 91 |
|
|
2023
Q2 | $629K | Buy |
14,745
+337
| +2% | +$14.4K | 0.19% | 111 |
|
|
2023
Q1 | $539K | Buy |
14,408
+11
| +0.1% | +$411 | 0.18% | 120 |
|
|
2022
Q4 | $594K | Buy |
14,397
+11
| +0.1% | +$454 | 0.21% | 105 |
|
|
2022
Q3 | $579K | Buy |
14,386
+12
| +0.1% | +$483 | 0.22% | 99 |
|
|
2022
Q2 | $563K | Buy |
14,374
+6
| +0% | +$235 | 0.21% | 104 |
|
|
2022
Q1 | $696K | Buy |
14,368
+8
| +0.1% | +$388 | 0.23% | 95 |
|
|
2021
Q4 | $689K | Sell |
14,360
-194
| -1% | -$9.31K | 0.22% | 95 |
|
|
2021
Q3 | $675K | Sell |
14,554
-1,075
| -7% | -$49.9K | 0.2% | 128 |
|
|
2021
Q2 | $708K | Buy |
15,629
+2,463
| +19% | +$112K | 0.21% | 123 |
|
|
2021
Q1 | $514K | Sell |
13,166
-70
| -0.5% | -$2.73K | 0.18% | 136 |
|
|
2020
Q4 | $399K | Sell |
13,236
-194
| -1% | -$5.85K | 0.14% | 157 |
|
|
2020
Q3 | $316K | Sell |
13,430
-146
| -1% | -$3.44K | 0.13% | 160 |
|
|
2020
Q2 | $348K | Sell |
13,576
-6,236
| -31% | -$160K | 0.19% | 121 |
|
|
2020
Q1 | $569K | Buy |
19,812
+368
| +2% | +$10.6K | 0.39% | 57 |
|
|
2019
Q4 | $1.05M | Buy |
19,444
+41
| +0.2% | +$2.21K | 0.52% | 49 |
|
|
2019
Q3 | $979K | Buy |
19,403
+2
| +0% | +$101 | 0.58% | 43 |
|
|
2019
Q2 | $918K | Buy |
19,401
+777
| +4% | +$36.8K | 0.57% | 52 |
|
|
2019
Q1 | $900K | Buy |
18,624
+182
| +1% | +$8.8K | 0.6% | 46 |
|
|
2018
Q4 | $850K | Buy |
18,442
+1,483
| +9% | +$68.4K | 0.66% | 42 |
|
|
2018
Q3 | $891K | Buy |
16,959
+11,756
| +226% | +$618K | 0.62% | 47 |
|
|
2018
Q2 | $288K | Buy |
5,203
+664
| +15% | +$36.8K | 0.26% | 97 |
|
|
2018
Q1 | $238K | Sell |
4,539
-630
| -12% | -$33K | 0.2% | 112 |
|
|
2017
Q4 | $323K | Buy |
+5,169
| New | +$323K | 0.3% | 90 |
|