Live Oak 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
Q1 | – | Hold |
0
| – | -$7.02K | – | 274 |
|
|
2024
Q4 | – | Hold |
0
| – | -$5.65K | – | 227 |
|
|
2024
Q3 | – | Hold |
0
| – | -$5.94K | – | 225 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 219 |
|
|
2023
Q4 | – | Hold |
0
| – | -$4.09K | – | 226 |
|
|
2023
Q3 | – | Hold |
0
| – | -$21.3K | – | 231 |
|
|
2023
Q2 | – | Hold |
0
| – | -$18.7K | – | 165 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 162 |
|