Lion Street 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 | $226K | Buy |
+2,820
| New | +$226K | 0.07% | 248 |
|
|
2024
Q3 | – | Sell |
-3,438
| Closed | -$204K | – | 281 |
|
|
2024
Q2 | $204K | Buy |
+3,438
| New | +$204K | 0.08% | 252 |
|
|
2020
Q2 | – | Sell |
-522
| Closed | -$15K | – | 413 |
|
|
2020
Q1 | $15K | Buy |
+522
| New | +$15K | 0.08% | 126 |
|