LA
LVW Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
7,218
+461
| +7% | +$36.9K | 0.06% | 172 |
|
|
2025
Q1 | $485K | Sell |
6,757
-185
| -3% | -$13.3K | 0.06% | 175 |
|
|
2024
Q4 | $488K | Sell |
6,942
-1,289
| -16% | -$90.5K | 0.06% | 191 |
|
|
2024
Q3 | $465K | Sell |
8,231
-418
| -5% | -$23.6K | 0.06% | 198 |
|
|
2024
Q2 | $514K | Sell |
8,649
-561
| -6% | -$33.3K | 0.08% | 167 |
|
|
2024
Q1 | $534K | Buy |
9,210
+58
| +0.6% | +$3.36K | 0.09% | 162 |
|
|
2023
Q4 | $450K | Sell |
9,152
-553
| -6% | -$27.2K | 0.08% | 168 |
|
|
2023
Q3 | $397K | Sell |
9,705
-283
| -3% | -$11.6K | 0.08% | 148 |
|
|
2023
Q2 | $426K | Hold |
9,988
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $373K | Buy |
9,988
+102
| +1% | +$3.81K | 0.07% | 164 |
|
|
2022
Q4 | $408K | Buy |
9,886
+1,928
| +24% | +$79.6K | 0.08% | 158 |
|
|
2022
Q3 | $320K | Buy |
7,958
+853
| +12% | +$34.3K | 0.07% | 168 |
|
|
2022
Q2 | $278K | Sell |
7,105
-77
| -1% | -$3.01K | 0.06% | 190 |
|
|
2022
Q1 | $348K | Buy |
7,182
+525
| +8% | +$25.4K | 0.06% | 173 |
|
|
2021
Q4 | $319K | Sell |
6,657
-1,266
| -16% | -$60.7K | 0.05% | 189 |
|
|
2021
Q3 | $368K | Buy |
7,923
+1,105
| +16% | +$51.3K | 0.06% | 180 |
|
|
2021
Q2 | $309K | Buy |
+6,818
| New | +$309K | 0.05% | 184 |
|
|
2020
Q4 | – | Sell |
-8,743
| Closed | -$206K | – | 217 |
|
|
2020
Q3 | $206K | Sell |
8,743
-76,476
| -90% | -$1.8M | 0.05% | 188 |
|
|
2020
Q2 | $2.18M | Sell |
85,219
-25,170
| -23% | -$644K | 0.53% | 49 |
|
|
2020
Q1 | $3.17M | Buy |
110,389
+33,987
| +44% | +$975K | 0.84% | 35 |
|
|
2019
Q4 | $4.11M | Buy |
76,402
+229
| +0.3% | +$12.3K | 0.93% | 26 |
|
|
2019
Q3 | $3.84M | Buy |
76,173
+19,221
| +34% | +$969K | 0.95% | 23 |
|
|
2019
Q2 | $2.7M | Sell |
56,952
-11,650
| -17% | -$551K | 0.75% | 39 |
|
|
2019
Q1 | $3.32M | Buy |
68,602
+9,995
| +17% | +$483K | 0.88% | 30 |
|
|
2018
Q4 | $2.7M | Sell |
58,607
-26,104
| -31% | -$1.2M | 0.91% | 35 |
|
|
2018
Q3 | $4.45M | Buy |
84,711
+358
| +0.4% | +$18.8K | 1.25% | 17 |
|
|
2018
Q2 | $4.68M | Buy |
84,353
+3,172
| +4% | +$176K | 1.48% | 12 |
|
|
2018
Q1 | $4.26M | Sell |
81,181
-3,023
| -4% | -$158K | 1.32% | 16 |
|
|
2017
Q4 | $5.11M | Buy |
84,204
+9,286
| +12% | +$563K | 1.49% | 13 |
|
|
2017
Q3 | $4.13M | Buy |
74,918
+20,714
| +38% | +$1.14M | 1.64% | 12 |
|
|
2017
Q2 | $3M | Sell |
54,204
-562
| -1% | -$31.1K | 1.06% | 17 |
|
|
2017
Q1 | $3.05M | Sell |
54,766
-5,461
| -9% | -$304K | 1.09% | 19 |
|
|
2016
Q4 | $3.32M | Sell |
60,227
-52
| -0.1% | -$2.87K | 1.16% | 17 |
|
|
2016
Q3 | $2.67M | Buy |
60,279
+10,147
| +20% | +$449K | 0.87% | 29 |
|
|
2016
Q2 | $2.37M | Buy |
50,132
+32,925
| +191% | +$1.56M | 0.89% | 31 |
|
|
2016
Q1 | $832K | Sell |
17,207
-2,192
| -11% | -$106K | 0.27% | 53 |
|
|
2015
Q4 | $1.06M | Sell |
19,399
-2,163
| -10% | -$118K | 0.41% | 46 |
|
|
2015
Q3 | $1.11M | Buy |
21,562
+4,059
| +23% | +$208K | 0.51% | 45 |
|
|
2015
Q2 | $866K | Buy |
17,503
+5,211
| +42% | +$258K | 0.37% | 54 |
|
|
2015
Q1 | $669K | Buy |
12,292
+5,432
| +79% | +$296K | 0.32% | 58 |
|
|
2014
Q4 | $376K | Buy |
+6,860
| New | +$376K | 0.21% | 94 |
|