LI
LMCG Investments’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
15,737
-690
| -4% | -$55.3K | 0.08% | 153 |
|
|
2025
Q1 | $1.18M | Sell |
16,427
-167
| -1% | -$12K | 0.08% | 161 |
|
|
2024
Q4 | $1.17M | Sell |
16,594
-27
| -0.2% | -$1.9K | 0.07% | 158 |
|
|
2024
Q3 | $939K | Sell |
16,621
-34
| -0.2% | -$1.92K | 0.06% | 158 |
|
|
2024
Q2 | $989K | Sell |
16,655
-162
| -1% | -$9.62K | 0.06% | 187 |
|
|
2024
Q1 | $975K | Sell |
16,817
-435
| -3% | -$25.2K | 0.06% | 197 |
|
|
2023
Q4 | $849K | Sell |
17,252
-218
| -1% | -$10.7K | 0.05% | 235 |
|
|
2023
Q3 | $714K | Sell |
17,470
-410
| -2% | -$16.8K | 0.05% | 243 |
|
|
2023
Q2 | $763K | Sell |
17,880
-728
| -4% | -$31.1K | 0.05% | 238 |
|
|
2023
Q1 | $696K | Sell |
18,608
-1,114
| -6% | -$41.6K | 0.05% | 237 |
|
|
2022
Q4 | $814K | Sell |
19,722
-1,232
| -6% | -$50.9K | 0.06% | 229 |
|
|
2022
Q3 | $843K | Sell |
20,954
-11,631
| -36% | -$468K | 0.06% | 235 |
|
|
2022
Q2 | $1.28M | Sell |
32,585
-478
| -1% | -$18.7K | 0.09% | 207 |
|
|
2022
Q1 | $1.6M | Buy |
+33,063
| New | +$1.6M | 0.09% | 204 |
|
|
2015
Q3 | $24.9M | Sell |
485,003
-4,022
| -0.8% | -$207K | 0.53% | 32 |
|
|
2015
Q2 | $27.5M | Buy |
489,025
+31,925
| +7% | +$1.8M | 0.59% | 32 |
|
|
2015
Q1 | $24.9M | Sell |
457,100
-6,643
| -1% | -$361K | 0.52% | 33 |
|
|
2014
Q4 | $25.4M | Sell |
463,743
-901
| -0.2% | -$49.4K | 0.56% | 36 |
|
|
2014
Q3 | $24.1M | Sell |
464,644
-7,103
| -2% | -$368K | 0.54% | 38 |
|
|
2014
Q2 | $24.8M | Sell |
471,747
-24,951
| -5% | -$1.31M | 0.54% | 42 |
|
|
2014
Q1 | $24.7M | Sell |
496,698
-2,792
| -0.6% | -$139K | 0.55% | 41 |
|
|
2013
Q4 | $22.7M | Sell |
499,490
-5,829
| -1% | -$265K | 0.48% | 56 |
|
|
2013
Q3 | $20.9M | Sell |
505,319
-26,873
| -5% | -$1.11M | 0.5% | 55 |
|
|
2013
Q2 | $22M | Buy |
+532,192
| New | +$22M | 0.58% | 44 |
|