L. Roy Papp & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $613K | Sell |
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|
2025
Q2 | $801K | Sell |
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|
2025
Q1 | $764K | Buy |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $843K | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $350K | Buy |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $333K | Buy |
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|
2018
Q4 | $317K | Buy |
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|
2018
Q3 | $361K | Buy |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $359K | Buy |
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|
2017
Q4 | $415K | Sell |
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|
2017
Q3 | $378K | Sell |
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|
2017
Q2 | $429K | Sell |
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|
2017
Q1 | $435K | Sell |
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|
2016
Q4 | $459K | Buy |
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|
2016
Q3 | $354K | Buy |
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|
2016
Q2 | $368K | Sell |
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|
2016
Q1 | $382K | Buy |
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|
2015
Q4 | $430K | Sell |
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|
2015
Q3 | $407K | Buy |
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|
2015
Q2 | $392K | Buy |
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|
2015
Q1 | $378K | Sell |
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|
2014
Q4 | $463K | Hold |
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|
2014
Q3 | $438K | Buy |
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|
2014
Q2 | $444K | Buy |
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|
2014
Q1 | $414K | Buy |
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|
2013
Q4 | $377K | Buy |
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|
2013
Q3 | $315K | Hold |
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|
2013
Q2 | $314K | Buy |
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