LGT Financial Advisors’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 | $8.57K | Buy |
+107
| New | +$8.57K | 0.02% | 222 |
|
|
2024
Q3 | – | Sell |
-248
| Closed | -$14.7K | – | 798 |
|
|
2024
Q2 | $14.7K | Sell |
248
-10,284
| -98% | -$611K | 0.03% | 382 |
|
|
2024
Q1 | $610K | Hold |
10,532
| – | – | 0.71% | 27 |
|
|
2023
Q4 | $518K | Hold |
10,532
| – | – | 0.63% | 30 |
|
|
2023
Q3 | $430K | Sell |
10,532
-295
| -3% | -$12.1K | 0.55% | 31 |
|
|
2023
Q2 | $462K | Hold |
10,827
| – | – | 0.49% | 56 |
|
|
2023
Q1 | $405K | Hold |
10,827
| – | – | 0.75% | 25 |
|
|
2022
Q4 | $447K | Buy |
+10,827
| New | +$447K | 0.53% | 36 |
|