LS
Livforsakringsbolaget Skandia’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
37,122
+2,400
| +7% | +$192K | 0.13% | 131 |
|
|
2025
Q1 | $2.49M | Sell |
34,722
-1,000
| -3% | -$71.8K | 0.14% | 119 |
|
|
2024
Q4 | $2.51M | Buy |
+35,722
| New | +$2.51M | 0.13% | 124 |
|
|
2024
Q3 | – | Sell |
-15,132
| Closed | -$899K | – | 614 |
|
|
2024
Q2 | $899K | Sell |
15,132
-700
| -4% | -$41.6K | 0.07% | 175 |
|
|
2024
Q1 | $917K | Hold |
15,832
| – | – | 0.08% | 174 |
|
|
2023
Q4 | $779K | Buy |
15,832
+2,311
| +17% | +$114K | 0.07% | 186 |
|
|
2023
Q3 | $552K | Hold |
13,521
| – | – | 0.06% | 200 |
|
|
2023
Q2 | $577K | Sell |
13,521
-9,000
| -40% | -$384K | 0.06% | 204 |
|
|
2023
Q1 | $841K | Hold |
22,521
| – | – | 0.09% | 181 |
|
|
2022
Q4 | $930K | Hold |
22,521
| – | – | 0.11% | 166 |
|
|
2022
Q3 | $906K | Sell |
22,521
-20,900
| -48% | -$841K | 0.11% | 152 |
|
|
2022
Q2 | $1.7M | Sell |
43,421
-34,200
| -44% | -$1.34M | 0.15% | 135 |
|
|
2022
Q1 | $3.76M | Hold |
77,621
| – | – | 0.25% | 96 |
|
|
2021
Q4 | $3.72M | Sell |
77,621
-16,600
| -18% | -$796K | 0.24% | 101 |
|
|
2021
Q3 | $4.37M | Sell |
94,221
-88,900
| -49% | -$4.13M | 0.27% | 86 |
|
|
2021
Q2 | $8.29M | Buy |
183,121
+16,400
| +10% | +$743K | 0.49% | 45 |
|
|
2021
Q1 | $6.51M | Buy |
166,721
+17,100
| +11% | +$668K | 0.45% | 51 |
|
|
2020
Q4 | $4.52M | Buy |
149,621
+16,800
| +13% | +$507K | 0.38% | 63 |
|
|
2020
Q3 | $3.12M | Sell |
132,821
-4,800
| -3% | -$113K | 0.33% | 70 |
|
|
2020
Q2 | $3.52M | Sell |
137,621
-300
| -0.2% | -$7.68K | 0.4% | 57 |
|
|
2020
Q1 | $3.96M | Buy |
137,921
+11,500
| +9% | +$330K | 0.56% | 39 |
|
|
2019
Q4 | $6.8M | Sell |
126,421
-16,500
| -12% | -$888K | 0.81% | 25 |
|
|
2019
Q3 | $7.21M | Hold |
142,921
| – | – | 0.85% | 24 |
|
|
2019
Q2 | $6.76M | Buy |
142,921
+6,500
| +5% | +$308K | 0.83% | 24 |
|
|
2019
Q1 | $6.59M | Buy |
136,421
+2,300
| +2% | +$111K | 0.87% | 23 |
|
|
2018
Q4 | $6.18M | Hold |
134,121
| – | – | 0.92% | 20 |
|
|
2018
Q3 | $7.05M | Sell |
134,121
-59,400
| -31% | -$3.12M | 0.84% | 22 |
|
|
2018
Q2 | $10.7M | Buy |
193,521
+10,600
| +6% | +$588K | 0.97% | 17 |
|
|
2018
Q1 | $9.59M | Hold |
182,921
| – | – | 0.93% | 19 |
|
|
2017
Q4 | $11.1M | Sell |
182,921
-26,800
| -13% | -$1.63M | 1.06% | 15 |
|
|
2017
Q3 | $11.6M | Hold |
209,721
| – | – | 1.04% | 17 |
|
|
2017
Q2 | $11.6M | Hold |
209,721
| – | – | 1.07% | 15 |
|
|
2017
Q1 | $11.7M | Sell |
209,721
-184,000
| -47% | -$10.2M | 1.09% | 13 |
|
|
2016
Q4 | $21.7K | Buy |
393,721
+375,440
| +2,054% | +$20.7K | 1.1% | 9 |
|
|
2016
Q3 | $1.16M | Sell |
18,281
-541,940
| -97% | -$34.5M | 0.06% | 418 |
|
|
2016
Q2 | $26.5M | Buy |
560,221
+31,500
| +6% | +$1.49M | 1.17% | 12 |
|
|
2016
Q1 | $25.6M | Hold |
528,721
| – | – | 1.2% | 10 |
|
|
2015
Q4 | $28.7M | Buy |
528,721
+30,000
| +6% | +$1.63M | 1.35% | 7 |
|
|
2015
Q3 | $25.6M | Hold |
498,721
| – | – | 1.35% | 6 |
|
|
2015
Q2 | $28M | Hold |
498,721
| – | – | 1.37% | 7 |
|
|
2015
Q1 | $27.1M | Sell |
498,721
-16,800
| -3% | -$914K | 1.33% | 6 |
|
|
2014
Q4 | $28.3M | Sell |
515,521
-165,500
| -24% | -$9.07M | 1.32% | 6 |
|
|
2014
Q3 | $35.3M | Sell |
681,021
-51,600
| -7% | -$2.68M | 1.33% | 6 |
|
|
2014
Q2 | $38.5M | Hold |
732,621
| – | – | 1.38% | 8 |
|
|
2014
Q1 | $36.4M | Buy |
+732,621
| New | +$36.4M | 1.37% | 8 |
|