LMG Wealth Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
47,460
+36,840
| +347% | +$2.95M | 0.78% | 47 |
|
|
2025
Q1 | $762K | Buy |
10,620
+44
| +0.4% | +$3.16K | 0.17% | 91 |
|
|
2024
Q4 | $743K | Buy |
10,576
+44
| +0.4% | +$3.09K | 0.16% | 90 |
|
|
2024
Q3 | $595K | Buy |
10,532
+59
| +0.6% | +$3.33K | 0.14% | 88 |
|
|
2024
Q2 | $622K | Buy |
10,473
+50
| +0.5% | +$2.97K | 0.16% | 86 |
|
|
2024
Q1 | $604K | Hold |
10,423
| – | – | 0.15% | 91 |
|
|
2023
Q4 | $513K | Buy |
10,423
+1,591
| +18% | +$78.3K | 0.14% | 74 |
|
|
2023
Q3 | $361K | Hold |
8,832
| – | – | 0.11% | 80 |
|
|
2023
Q2 | $377K | Hold |
8,832
| – | – | 0.12% | 81 |
|
|
2023
Q1 | $330K | Hold |
8,832
| – | – | 0.11% | 85 |
|
|
2022
Q4 | $390K | Buy |
+8,832
| New | +$390K | 0.13% | 81 |
|