Oliver Luxxe Assets’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 | $6.74M | Buy |
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|
2025
Q1 | $5.77M | Buy |
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|
2024
Q4 | $732K | Buy |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $4.05M | Buy |
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|
2022
Q3 | $3.84M | Buy |
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|
2022
Q2 | $3.64M | Buy |
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|
2022
Q1 | $4.37M | Buy |
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|
2021
Q4 | $4.3M | Buy |
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|
2021
Q3 | $4.16M | Buy |
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|
2021
Q2 | $3.78M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.73M | Sell |
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|
2017
Q3 | $2.49M | Buy |
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