Lombard Odier Asset Management (USA)’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 | $253K | Buy |
+3,155
| New | +$253K | 0.02% | 251 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 324 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 340 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 297 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 300 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 329 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 230 |
|
|
2020
Q3 | – | Sell |
-50,000
| Closed | -$1.28M | – | 236 |
|
|
2020
Q2 | $1.28M | Buy |
+50,000
| New | +$1.28M | 0.09% | 99 |
|
|
2017
Q3 | – | Sell |
-34,661
| Closed | -$1.92M | – | 206 |
|
|
2017
Q2 | $1.92M | Buy |
+34,661
| New | +$1.92M | 0.15% | 100 |
|