OLA
Oliver Luxxe Assets’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Buy |
84,180
+3,762
| +5% | +$301K | 1.2% | 21 |
|
|
2025
Q1 | $5.77M | Buy |
80,418
+68,844
| +595% | +$4.94M | 1.07% | 28 |
|
|
2024
Q4 | $732K | Buy |
11,574
+5,672
| +96% | +$359K | 0.06% | 179 |
|
|
2024
Q3 | $333K | Sell |
5,902
-39
| -0.7% | -$2.2K | 0.06% | 167 |
|
|
2024
Q2 | $353K | Buy |
5,941
+39
| +0.7% | +$2.32K | 0.07% | 158 |
|
|
2024
Q1 | $342K | Hold |
5,902
| – | – | 0.07% | 154 |
|
|
2023
Q4 | $290K | Sell |
5,902
-10
| -0.2% | -$492 | 0.07% | 156 |
|
|
2023
Q3 | $242K | Sell |
5,912
-90
| -1% | -$3.68K | 0.06% | 154 |
|
|
2023
Q2 | $256K | Sell |
6,002
-590
| -9% | -$25.2K | 0.06% | 155 |
|
|
2023
Q1 | $246K | Sell |
6,592
-91,588
| -93% | -$3.42M | 0.06% | 161 |
|
|
2022
Q4 | $4.05M | Buy |
98,180
+2,603
| +3% | +$107K | 1.13% | 30 |
|
|
2022
Q3 | $3.84M | Buy |
95,577
+2,636
| +3% | +$106K | 1.2% | 27 |
|
|
2022
Q2 | $3.64M | Buy |
92,941
+2,764
| +3% | +$108K | 1.08% | 34 |
|
|
2022
Q1 | $4.37M | Buy |
90,177
+447
| +0.5% | +$21.7K | 1.11% | 28 |
|
|
2021
Q4 | $4.31M | Buy |
89,730
+161
| +0.2% | +$7.72K | 1.09% | 28 |
|
|
2021
Q3 | $4.16M | Buy |
89,569
+6,010
| +7% | +$279K | 1.15% | 22 |
|
|
2021
Q2 | $3.78M | Buy |
+83,559
| New | +$3.78M | 1.04% | 29 |
|
|
2018
Q1 | – | Sell |
-45,088
| Closed | -$2.74M | – | 102 |
|
|
2017
Q4 | $2.74M | Sell |
45,088
-86
| -0.2% | -$5.22K | 1.66% | 28 |
|
|
2017
Q3 | $2.49M | Buy |
+45,174
| New | +$2.49M | 1.57% | 26 |
|