LRPA
L. Roy Papp & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Sell |
10,003
-637
| -6% | -$51K | 0.1% | 98 |
|
|
2025
Q1 | $764K | Buy |
10,640
+3
| +0% | +$215 | 0.09% | 101 |
|
|
2024
Q4 | $747K | Sell |
10,637
-4,281
| -29% | -$301K | 0.09% | 102 |
|
|
2024
Q3 | $843K | Sell |
14,918
-4,921
| -25% | -$278K | 0.1% | 98 |
|
|
2024
Q2 | $1.18M | Sell |
19,839
-794
| -4% | -$47.2K | 0.14% | 85 |
|
|
2024
Q1 | $1.2M | Buy |
20,633
+15,066
| +271% | +$873K | 0.14% | 89 |
|
|
2023
Q4 | $274K | Sell |
5,567
-948
| -15% | -$46.7K | 0.03% | 152 |
|
|
2023
Q3 | $266K | Buy |
6,515
+636
| +11% | +$26K | 0.04% | 145 |
|
|
2023
Q2 | $251K | Sell |
5,879
-833
| -12% | -$35.6K | 0.03% | 155 |
|
|
2023
Q1 | $251K | Buy |
6,712
+12
| +0.2% | +$449 | 0.03% | 156 |
|
|
2022
Q4 | $277K | Sell |
6,700
-88
| -1% | -$3.63K | 0.04% | 152 |
|
|
2022
Q3 | $273K | Buy |
6,788
+12
| +0.2% | +$483 | 0.04% | 152 |
|
|
2022
Q2 | $265K | Buy |
6,776
+509
| +8% | +$19.9K | 0.04% | 152 |
|
|
2022
Q1 | $304K | Buy |
6,267
+9
| +0.1% | +$437 | 0.04% | 151 |
|
|
2021
Q4 | $300K | Buy |
6,258
+52
| +0.8% | +$2.49K | 0.03% | 160 |
|
|
2021
Q3 | $288K | Buy |
6,206
+8
| +0.1% | +$371 | 0.04% | 155 |
|
|
2021
Q2 | $281K | Buy |
+6,198
| New | +$281K | 0.04% | 157 |
|
|
2021
Q1 | – | Sell |
-7,388
| Closed | -$223K | – | 187 |
|
|
2020
Q4 | $223K | Buy |
+7,388
| New | +$223K | 0.03% | 168 |
|
|
2020
Q2 | – | Sell |
-6,968
| Closed | -$200K | – | 166 |
|
|
2020
Q1 | $200K | Buy |
6,968
+21
| +0.3% | +$603 | 0.04% | 147 |
|
|
2019
Q4 | $374K | Buy |
6,947
+16
| +0.2% | +$861 | 0.05% | 139 |
|
|
2019
Q3 | $350K | Buy |
6,931
+18
| +0.3% | +$909 | 0.05% | 136 |
|
|
2019
Q2 | $327K | Buy |
6,913
+17
| +0.2% | +$804 | 0.05% | 139 |
|
|
2019
Q1 | $333K | Buy |
6,896
+14
| +0.2% | +$676 | 0.06% | 126 |
|
|
2018
Q4 | $317K | Buy |
6,882
+13
| +0.2% | +$599 | 0.07% | 122 |
|
|
2018
Q3 | $361K | Buy |
6,869
+12
| +0.2% | +$631 | 0.06% | 124 |
|
|
2018
Q2 | $380K | Buy |
6,857
+11
| +0.2% | +$610 | 0.07% | 120 |
|
|
2018
Q1 | $359K | Buy |
6,846
+11
| +0.2% | +$577 | 0.07% | 129 |
|
|
2017
Q4 | $415K | Sell |
6,835
-14
| -0.2% | -$850 | 0.08% | 116 |
|
|
2017
Q3 | $378K | Sell |
6,849
-890
| -12% | -$49.1K | 0.08% | 103 |
|
|
2017
Q2 | $429K | Sell |
7,739
-74
| -0.9% | -$4.1K | 0.09% | 115 |
|
|
2017
Q1 | $435K | Sell |
7,813
-508
| -6% | -$28.3K | 0.1% | 103 |
|
|
2016
Q4 | $459K | Buy |
8,321
+329
| +4% | +$18.1K | 0.11% | 105 |
|
|
2016
Q3 | $354K | Buy |
7,992
+212
| +3% | +$9.39K | 0.08% | 118 |
|
|
2016
Q2 | $368K | Sell |
7,780
-122
| -2% | -$5.77K | 0.09% | 121 |
|
|
2016
Q1 | $382K | Buy |
7,902
+1
| +0% | +$48 | 0.09% | 120 |
|
|
2015
Q4 | $430K | Sell |
7,901
-22
| -0.3% | -$1.2K | 0.11% | 109 |
|
|
2015
Q3 | $407K | Buy |
7,923
+951
| +14% | +$48.9K | 0.1% | 110 |
|
|
2015
Q2 | $392K | Buy |
6,972
+22
| +0.3% | +$1.24K | 0.09% | 115 |
|
|
2015
Q1 | $378K | Sell |
6,950
-1,499
| -18% | -$81.5K | 0.08% | 119 |
|
|
2014
Q4 | $463K | Hold |
8,449
| – | – | 0.1% | 110 |
|
|
2014
Q3 | $438K | Buy |
8,449
+1
| +0% | +$52 | 0.1% | 106 |
|
|
2014
Q2 | $444K | Buy |
8,448
+134
| +2% | +$7.04K | 0.1% | 109 |
|
|
2014
Q1 | $414K | Buy |
8,314
+1
| +0% | +$50 | 0.1% | 106 |
|
|
2013
Q4 | $377K | Buy |
8,313
+701
| +9% | +$31.8K | 0.08% | 112 |
|
|
2013
Q3 | $315K | Hold |
7,612
| – | – | 0.07% | 120 |
|
|
2013
Q2 | $314K | Buy |
+7,612
| New | +$314K | 0.08% | 113 |
|