LRI Investments’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 | $613K | Buy |
7,656
+966
| +14% | +$77.4K | 0.05% | 156 |
|
|
2025
Q1 | $480K | Sell |
6,690
-246
| -4% | -$17.7K | 0.05% | 168 |
|
|
2024
Q4 | $487K | Sell |
6,936
-257
| -4% | -$18.1K | 0.05% | 141 |
|
|
2024
Q3 | $524K | Sell |
7,193
-929
| -11% | -$67.6K | 0.05% | 143 |
|
|
2024
Q2 | $482K | Buy |
8,122
+3,437
| +73% | +$204K | 0.05% | 114 |
|
|
2024
Q1 | $272K | Buy |
+4,685
| New | +$272K | 0.07% | 115 |
|