Oliver Lagore Vanvalin Investment Group’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 | $12.6K | Buy |
+175
| New | +$12.6K | ﹤0.01% | 399 |
|
|
2024
Q4 | $12.3K | Sell |
175
-75
| -30% | -$5.27K | ﹤0.01% | 420 |
|
|
2024
Q3 | $14.1K | Sell |
250
-50
| -17% | -$2.83K | ﹤0.01% | 393 |
|
|
2024
Q2 | $17.8K | Buy |
+300
| New | +$17.8K | 0.01% | 345 |
|
|
2023
Q2 | – | Sell |
-164
| Closed | -$6.13K | – | 840 |
|
|
2023
Q1 | $6.13K | Hold |
164
| – | – | ﹤0.01% | 455 |
|
|
2022
Q4 | $6.77K | Sell |
164
-51
| -24% | -$2.11K | ﹤0.01% | 421 |
|
|
2022
Q3 | $9K | Buy |
215
+43
| +25% | +$1.8K | 0.01% | 358 |
|
|
2022
Q2 | $7K | Buy |
172
+51
| +42% | +$2.08K | ﹤0.01% | 383 |
|
|
2022
Q1 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 400 |
|