Lountzis Asset Management’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 | $20M | Hold |
|
|||||
|
2025
Q1 | $17.3M | Sell |
|
|||||
|
2024
Q4 | $17.7M | Sell |
|
|||||
|
2024
Q3 | $14.3M | Buy |
|
|||||
|
2024
Q2 | $15M | Sell |
|
|||||
|
2024
Q1 | $14.6M | Sell |
|
|||||
|
2023
Q4 | $12.4M | Sell |
|
|||||
|
2023
Q3 | $10.4M | Sell |
|
|||||
|
2023
Q2 | $11.2M | Sell |
|
|||||
|
2023
Q1 | $9.75M | Buy |
|
|||||
|
2022
Q4 | $12.4M | Sell |
|
|||||
|
2022
Q3 | $10.9M | Sell |
|
|||||
|
2022
Q2 | $10.6M | Buy |
|
|||||
|
2022
Q1 | $12.2M | Sell |
|
|||||
|
2021
Q4 | $12M | Sell |
|
|||||
|
2021
Q3 | $12.1M | Sell |
|
|||||
|
2021
Q2 | $11.8M | Buy |
|
|||||
|
2021
Q1 | $10.2M | Sell |
|
|||||
|
2020
Q4 | $7.96M | Sell |
|
|||||
|
2020
Q3 | $6.68M | Buy |
|
|||||
|
2020
Q2 | $7M | Buy |
|