LGT Group Foundation’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 | $23.7M | Buy |
296,088
+3,210
| +1% | +$257K | 0.3% | 67 |
|
|
2025
Q1 | $21M | Buy |
292,878
+257,220
| +721% | +$18.5M | 0.29% | 67 |
|
|
2024
Q4 | $2.5M | Sell |
35,658
-20,153
| -36% | -$1.42M | 0.04% | 159 |
|
|
2024
Q3 | $3.09M | Sell |
55,811
-5,157
| -8% | -$285K | 0.05% | 164 |
|
|
2024
Q2 | $3.62M | Sell |
60,968
-2,366
| -4% | -$141K | 0.06% | 153 |
|
|
2024
Q1 | $3.67M | Sell |
63,334
-15,629
| -20% | -$906K | 0.09% | 147 |
|
|
2023
Q4 | $3.91M | Buy |
78,963
+25,618
| +48% | +$1.27M | 0.09% | 155 |
|
|
2023
Q3 | $2.11M | Buy |
53,345
+568
| +1% | +$22.5K | 0.05% | 176 |
|
|
2023
Q2 | $2.25M | Buy |
52,777
+88
| +0.2% | +$3.76K | 0.05% | 186 |
|
|
2023
Q1 | $1.97M | Buy |
52,689
+3,600
| +7% | +$135K | 0.06% | 195 |
|
|
2022
Q4 | $2.03M | Buy |
49,089
+2,737
| +6% | +$113K | 0.06% | 187 |
|
|
2022
Q3 | $1.87M | Sell |
46,352
-3,630
| -7% | -$146K | 0.07% | 164 |
|
|
2022
Q2 | $1.96M | Sell |
49,982
-12,771
| -20% | -$500K | 0.06% | 179 |
|
|
2022
Q1 | $3.06M | Buy |
62,753
+687
| +1% | +$33.5K | 0.07% | 169 |
|
|
2021
Q4 | $2.98M | Buy |
+62,066
| New | +$2.98M | 0.08% | 159 |
|