Lugano Financial Advisors SA (LFA)’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 | $50.9K | Buy |
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|
2025
Q1 | $27.1K | Sell |
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|
2024
Q4 | $59.6K | Hold |
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|
2024
Q3 | $48K | Buy |
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|
2024
Q2 | $38.4K | Buy |
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|
2024
Q1 | $4.7K | Hold |
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|
2023
Q4 | $3.99K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $91K | Hold |
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|
2023
Q1 | $79.7K | Sell |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $272K | Buy |
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