LI
Louisbourg Investments’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Hold |
28,844
| – | – | 0.41% | 77 |
|
|
2025
Q1 | $1.48M | Sell |
28,844
-400
| -1% | -$20.5K | 0.4% | 77 |
|
|
2024
Q4 | $1.47M | Hold |
29,244
| – | – | 0.39% | 73 |
|
|
2024
Q3 | $1.25M | Hold |
29,244
| – | – | 0.32% | 76 |
|
|
2024
Q2 | $1.3M | Hold |
29,244
| – | – | 0.37% | 74 |
|
|
2024
Q1 | $1.29M | Sell |
29,244
-78
| -0.3% | -$3.43K | 0.36% | 70 |
|
|
2023
Q4 | $1.12M | Buy |
+29,322
| New | +$1.12M | 0.34% | 72 |
|