Lighthouse Investment Partners’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 | $520K | Sell |
6,489
-303,821
| -98% | -$24.3M | 0.02% | 427 |
|
|
2025
Q1 | $22.3M | Sell |
310,310
-500,742
| -62% | -$35.9M | 0.92% | 11 |
|
|
2024
Q4 | $57M | Buy |
+811,052
| New | +$57M | 1.88% | 1 |
|
|
2024
Q3 | – | Sell |
-72,708
| Closed | -$4.32M | – | 540 |
|
|
2024
Q2 | $4.32M | Buy |
+72,708
| New | +$4.32M | 0.17% | 131 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 442 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 421 |
|
|
2023
Q3 | – | Sell |
-30,461
| Closed | -$1.3M | – | 407 |
|
|
2023
Q2 | $1.3M | Buy |
+30,461
| New | +$1.3M | 0.07% | 192 |
|
|
2023
Q1 | – | Sell |
-24,592
| Closed | -$1.02M | – | 376 |
|
|
2022
Q4 | $1.02M | Buy |
+24,592
| New | +$1.02M | 0.11% | 126 |
|