LMCG Investments’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
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $939K | Sell |
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|
2024
Q2 | $989K | Sell |
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|
2024
Q1 | $975K | Sell |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $763K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $814K | Sell |
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|
2022
Q3 | $843K | Sell |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2015
Q3 | $24.9M | Sell |
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|
2015
Q2 | $27.5M | Buy |
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|
2015
Q1 | $24.9M | Sell |
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|
2014
Q4 | $25.4M | Sell |
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|
2014
Q3 | $24.1M | Sell |
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|
2014
Q2 | $24.8M | Sell |
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|
2014
Q1 | $24.7M | Sell |
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|
2013
Q4 | $22.7M | Sell |
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|
2013
Q3 | $20.9M | Sell |
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|
2013
Q2 | $22M | Buy |
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