Live Oak Private Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.67M | Buy |
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|
2022
Q4 | $8.29M | Buy |
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|
2022
Q3 | $8.03M | Buy |
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|
2022
Q2 | $5.07M | Buy |
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|
2022
Q1 | $5.85M | Buy |
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|
2021
Q4 | $5.38M | Buy |
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|
2021
Q3 | $4.78M | Buy |
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|
2021
Q2 | $4.37M | Buy |
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|
2021
Q1 | $3.38M | Buy |
|
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|
2020
Q4 | $2.37M | Buy |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $3.97M | Buy |
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|
2020
Q1 | $3M | Buy |
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|
2019
Q4 | $1.77M | Buy |
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