Lloyd Advisory Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$50.9K Buy
2023
Q4
Sell
2023
Q3
$1.25M Buy
2022
Q2
Sell
2022
Q1
$41K Buy
2021
Q4
$1K Hold
2021
Q3
$1K Hold
2021
Q2
$1K Buy
2020
Q3
Sell
2020
Q2
$2K Buy
2020
Q1
$2K Sell
2019
Q4
$11K Buy