LPAM
Lodestar Private Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
14,806
-5,797
| -28% | -$464K | 0.14% | 90 |
|
|
2025
Q1 | $1.48M | Buy |
20,603
+6,245
| +43% | +$448K | 0.19% | 82 |
|
|
2024
Q4 | $1.01M | Sell |
14,358
-1,824
| -11% | -$128K | 0.13% | 97 |
|
|
2024
Q3 | $914K | Sell |
16,182
-721
| -4% | -$40.7K | 0.12% | 102 |
|
|
2024
Q2 | $1M | Sell |
16,903
-1,452
| -8% | -$86.2K | 0.14% | 94 |
|
|
2024
Q1 | $1.06M | Buy |
18,355
+891
| +5% | +$51.6K | 0.15% | 93 |
|
|
2023
Q4 | $860K | Sell |
17,464
-5,124
| -23% | -$252K | 0.13% | 99 |
|
|
2023
Q3 | $923K | Sell |
22,588
-3,654
| -14% | -$149K | 0.16% | 91 |
|
|
2023
Q2 | $1.12M | Sell |
26,242
-5,839
| -18% | -$249K | 0.19% | 83 |
|
|
2023
Q1 | $1.2M | Buy |
32,081
+7,000
| +28% | +$262K | 0.21% | 81 |
|
|
2022
Q4 | $1.04M | Buy |
+25,081
| New | +$1.04M | 0.2% | 83 |
|