LA
LM Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+2,667
| New | +$214K | 0.03% | 180 |
|
|
2025
Q1 | – | Sell |
-3,049
| Closed | -$214K | – | 220 |
|
|
2024
Q4 | $214K | Buy |
+3,049
| New | +$214K | 0.04% | 184 |
|
|
2024
Q1 | – | Sell |
-4,038
| Closed | -$199K | – | 698 |
|
|
2023
Q4 | $199K | Buy |
+4,038
| New | +$199K | 0.04% | 196 |
|