Wells Fargo’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Sell |
21,502
-2,023
| -9% | -$8.84K | ﹤0.01% | 4823 |
|
|
2025
Q1 | $96.2K | Buy |
23,525
+315
| +1% | +$1.29K | ﹤0.01% | 4668 |
|
|
2024
Q4 | $116K | Buy |
23,210
+2,781
| +14% | +$13.9K | ﹤0.01% | 4632 |
|
|
2024
Q3 | $120K | Buy |
20,429
+1,347
| +7% | +$7.92K | ﹤0.01% | 4516 |
|
|
2024
Q2 | $114K | Buy |
19,082
+2,447
| +15% | +$14.6K | ﹤0.01% | 4497 |
|
|
2024
Q1 | $135K | Buy |
16,635
+1,349
| +9% | +$11K | ﹤0.01% | 4346 |
|
|
2023
Q4 | $116K | Buy |
15,286
+3,576
| +31% | +$27.1K | ﹤0.01% | 4411 |
|
|
2023
Q3 | $77.8K | Sell |
11,710
-5,536
| -32% | -$36.8K | ﹤0.01% | 4589 |
|
|
2023
Q2 | $142K | Buy |
17,246
+4,700
| +37% | +$38.6K | ﹤0.01% | 4539 |
|
|
2023
Q1 | $83.3K | Buy |
12,546
+4,627
| +58% | +$30.7K | ﹤0.01% | 4617 |
|
|
2022
Q4 | $50K | Sell |
7,919
-695
| -8% | -$4.39K | ﹤0.01% | 4554 |
|
|
2022
Q3 | $86K | Buy |
8,614
+3,352
| +64% | +$33.5K | ﹤0.01% | 4398 |
|
|
2022
Q2 | $95K | Sell |
5,262
-23,155
| -81% | -$418K | ﹤0.01% | 4411 |
|
|
2022
Q1 | $966K | Buy |
28,417
+2,818
| +11% | +$95.8K | ﹤0.01% | 3694 |
|
|
2021
Q4 | $915K | Buy |
25,599
+21,824
| +578% | +$780K | ﹤0.01% | 3923 |
|
|
2021
Q3 | $181K | Buy |
+3,775
| New | +$181K | ﹤0.01% | 4854 |
|