Alan B. Lancz & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
3,800
| – | – | 0.3% | 87 |
|
|
2025
Q1 | $273K | Sell |
3,800
-1,000
| -21% | -$71.8K | 0.29% | 94 |
|
|
2024
Q4 | $337K | Hold |
4,800
| – | – | 0.34% | 78 |
|
|
2024
Q3 | $271K | Buy |
4,800
+1,000
| +26% | +$56.5K | 0.25% | 104 |
|
|
2024
Q2 | $226K | Buy |
+3,800
| New | +$226K | 0.22% | 111 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$133K | – | 185 |
|
|
2022
Q4 | $133K | Buy |
+3,000
| New | +$133K | 0.13% | 183 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$132K | – | 185 |
|
|
2022
Q2 | $132K | Buy |
+3,000
| New | +$132K | 0.13% | 172 |
|