LGT Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $9.97K | Hold |
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|
2025
Q3 | $8.97K | Hold |
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|
2025
Q2 | $8.57K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $14.7K | Sell |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $518K | Hold |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $462K | Hold |
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|
2023
Q1 | $405K | Hold |
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|
2022
Q4 | $447K | Buy |
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