Lido 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 | $14.1M | Sell |
175,438
-21,892
| -11% | -$1.75M | 0.05% | 191 |
|
|
2025
Q1 | $14.2M | Buy |
197,330
+59,935
| +44% | +$4.3M | 0.06% | 179 |
|
|
2024
Q4 | $9.65M | Buy |
137,395
+2,798
| +2% | +$197K | 0.04% | 210 |
|
|
2024
Q3 | $7.6M | Buy |
134,597
+7,239
| +6% | +$409K | 0.04% | 232 |
|
|
2024
Q2 | $7.56M | Buy |
127,358
+9,430
| +8% | +$560K | 0.04% | 216 |
|
|
2024
Q1 | $6.84M | Sell |
117,928
-4,100
| -3% | -$238K | 0.04% | 219 |
|
|
2023
Q4 | $6.01M | Buy |
122,028
+5,320
| +5% | +$262K | 0.04% | 227 |
|
|
2023
Q3 | $4.77M | Buy |
116,708
+2,274
| +2% | +$92.9K | 0.04% | 235 |
|
|
2023
Q2 | $4.88M | Sell |
114,434
-117,059
| -51% | -$5M | 0.03% | 215 |
|
|
2023
Q1 | $8.65M | Buy |
231,493
+85,057
| +58% | +$3.18M | 0.08% | 137 |
|
|
2022
Q4 | $6.05M | Sell |
146,436
-50,374
| -26% | -$2.08M | 0.07% | 139 |
|
|
2022
Q3 | $7.91M | Buy |
196,810
+134,513
| +216% | +$5.41M | 0.1% | 94 |
|
|
2022
Q2 | $2.44M | Sell |
62,297
-51,277
| -45% | -$2.01M | 0.03% | 188 |
|
|
2022
Q1 | $5.5M | Buy |
113,574
+44,424
| +64% | +$2.15M | 0.06% | 129 |
|
|
2021
Q4 | $3.32M | Buy |
69,150
+2,173
| +3% | +$104K | 0.04% | 180 |
|
|
2021
Q3 | $3.11M | Sell |
66,977
-4,949
| -7% | -$230K | 0.04% | 184 |
|
|
2021
Q2 | $3.26M | Buy |
71,926
+16,948
| +31% | +$768K | 0.05% | 177 |
|
|
2021
Q1 | $2.15M | Buy |
54,978
+900
| +2% | +$35.2K | 0.04% | 195 |
|
|
2020
Q4 | $1.63M | Buy |
54,078
+22,787
| +73% | +$688K | 0.03% | 216 |
|
|
2020
Q3 | $736K | Sell |
31,291
-159,412
| -84% | -$3.75M | 0.02% | 281 |
|
|
2020
Q2 | $4.88M | Buy |
190,703
+77,185
| +68% | +$1.98M | 0.15% | 86 |
|
|
2020
Q1 | $3.26M | Buy |
113,518
+58,618
| +107% | +$1.68M | 0.14% | 87 |
|
|
2019
Q4 | $2.95M | Buy |
54,900
+1,783
| +3% | +$95.9K | 0.12% | 99 |
|
|
2019
Q3 | $2.68M | Buy |
53,117
+928
| +2% | +$46.8K | 0.14% | 89 |
|
|
2019
Q2 | $2.47M | Sell |
52,189
-17,197
| -25% | -$814K | 0.14% | 84 |
|
|
2019
Q1 | $3.35M | Buy |
69,386
+9,071
| +15% | +$438K | 0.22% | 67 |
|
|
2018
Q4 | $2.78M | Buy |
60,315
+1,772
| +3% | +$81.6K | 0.27% | 52 |
|
|
2018
Q3 | $3.08M | Buy |
58,543
+8,904
| +18% | +$468K | 0.3% | 47 |
|
|
2018
Q2 | $2.75M | Buy |
49,639
+786
| +2% | +$43.6K | 0.32% | 41 |
|
|
2018
Q1 | $2.56M | Buy |
48,853
+2,893
| +6% | +$152K | 0.35% | 40 |
|
|
2017
Q4 | $2.79M | Buy |
45,960
+1,347
| +3% | +$81.7K | 0.4% | 33 |
|
|
2017
Q3 | $2.5M | Buy |
44,613
+7,129
| +19% | +$400K | 0.4% | 37 |
|
|
2017
Q2 | $2.08M | Sell |
37,484
-741
| -2% | -$41.1K | 0.43% | 33 |
|
|
2017
Q1 | $2.1M | Sell |
38,225
-602
| -2% | -$33.1K | 0.58% | 30 |
|
|
2016
Q4 | $2.14M | Buy |
38,827
+13,606
| +54% | +$750K | 0.53% | 19 |
|
|
2016
Q3 | $1.12M | Sell |
25,221
-4,949
| -16% | -$219K | 0.34% | 23 |
|
|
2016
Q2 | $1.43M | Buy |
30,170
+3,473
| +13% | +$164K | 0.44% | 17 |
|
|
2016
Q1 | $1.29M | Buy |
+26,697
| New | +$1.29M | 0.43% | 17 |
|