Alan B. Lancz & Associates’s Wells Fargo WFC Stock Holding History

Alan B. Lancz & Associates’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$319K	Hold
2025 Q2	$304K	Hold
2025 Q1	$273K	Sell
2024 Q4	$337K	Hold
2024 Q3	$271K	Buy
2024 Q2	$226K	Buy
2023 Q1	–	Sell
2022 Q4	$133K	Buy
2022 Q3	–	Sell
2022 Q2	$132K	Buy