LGT Fund Management’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
$4.48M Sell
55,885
-21,167
-27% -$1.7M 0.39% 60
2025
Q1
$5.53M Buy
77,052
+35,057
+83% +$2.52M 0.5% 52
2024
Q4
$2.95M Hold
41,995
0.26% 80
2024
Q3
$2.32M Buy
41,995
+279
+0.7% +$15.4K 0.24% 89
2024
Q2
$2.48M Buy
+41,716
New +$2.48M 0.31% 77