Wells Fargo’s CS Disco LAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$94K Sell
2025
Q1
$96.2K Buy
2024
Q4
$116K Buy
2024
Q3
$120K Buy
2024
Q2
$114K Buy
2024
Q1
$135K Buy
2023
Q4
$116K Buy
2023
Q3
$77.8K Sell
2023
Q2
$142K Buy
2023
Q1
$83.3K Buy
2022
Q4
$50K Sell
2022
Q3
$86K Buy
2022
Q2
$95K Sell
2022
Q1
$966K Buy
2021
Q4
$915K Buy
2021
Q3
$181K Buy