MLL
Moody Lynn & Lieberson’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
+148,443
| New | +$11.9M | 0.69% | 34 |
|
|
2016
Q3 | – | Sell |
-181,716
| Closed | -$8.6M | – | 181 |
|
|
2016
Q2 | $8.6M | Sell |
181,716
-66,176
| -27% | -$3.13M | 1.54% | 23 |
|
|
2016
Q1 | $12M | Buy |
247,892
+1,833
| +0.7% | +$88.6K | 1.89% | 13 |
|
|
2015
Q4 | $13.4M | Buy |
246,059
+41,643
| +20% | +$2.26M | 2.1% | 12 |
|
|
2015
Q3 | $10.5M | Sell |
204,416
-4,609
| -2% | -$237K | 2.01% | 12 |
|
|
2015
Q2 | $11.8M | Buy |
209,025
+26,800
| +15% | +$1.51M | 1.87% | 13 |
|
|
2015
Q1 | $9.91M | Sell |
182,225
-1,594
| -0.9% | -$86.7K | 1.58% | 17 |
|
|
2014
Q4 | $10.1M | Sell |
183,819
-95,884
| -34% | -$5.26M | 1.44% | 23 |
|
|
2014
Q3 | $14.5M | Sell |
279,703
-45,799
| -14% | -$2.38M | 2.16% | 14 |
|
|
2014
Q2 | $17.1M | Buy |
325,502
+115,733
| +55% | +$6.08M | 2.35% | 4 |
|
|
2014
Q1 | $10.4M | Buy |
209,769
+197,708
| +1,639% | +$9.83M | 1.51% | 15 |
|
|
2013
Q4 | $548K | Buy |
12,061
+439
| +4% | +$19.9K | 0.07% | 129 |
|
|
2013
Q3 | $480K | Buy |
11,622
+592
| +5% | +$24.5K | 0.07% | 127 |
|
|
2013
Q2 | $455K | Buy |
+11,030
| New | +$455K | 0.08% | 113 |
|