Moody Lynn & Lieberson’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 | $11.9M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $8.6M | Sell |
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|
2016
Q1 | $12M | Buy |
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|
2015
Q4 | $13.4M | Buy |
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|
2015
Q3 | $10.5M | Sell |
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|
2015
Q2 | $11.8M | Buy |
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|
2015
Q1 | $9.91M | Sell |
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|
2014
Q4 | $10.1M | Sell |
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|
2014
Q3 | $14.5M | Sell |
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|
2014
Q2 | $17.1M | Buy |
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|
2014
Q1 | $10.4M | Buy |
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|
2013
Q4 | $548K | Buy |
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|
2013
Q3 | $480K | Buy |
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|
2013
Q2 | $455K | Buy |
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