Lawson Kroeker Investment Management’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
Q2 | $2.36M | Buy |
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2025
Q1 | $1.99M | Sell |
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2024
Q4 | $2.41M | Sell |
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2024
Q3 | $3.36M | Sell |
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2024
Q2 | $4.13M | Sell |
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2024
Q1 | $4.06M | Sell |
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2023
Q4 | $3.73M | Buy |
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2023
Q3 | $3.05M | Buy |
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2023
Q2 | $3.15M | Sell |
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2023
Q1 | $2.8M | Buy |
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2022
Q4 | $247K | Sell |
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2022
Q3 | $253K | Hold |
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2022
Q2 | $247K | Sell |
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2022
Q1 | $331K | Hold |
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2021
Q4 | $328K | Sell |
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2021
Q3 | $326K | Hold |
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2021
Q2 | $319K | Hold |
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2021
Q1 | $275K | Sell |
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2020
Q4 | $215K | Buy |
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2020
Q2 | – | Sell |
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2020
Q1 | $218K | Sell |
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2019
Q4 | $431K | Sell |
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2019
Q3 | $419K | Sell |
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2019
Q2 | $481K | Sell |
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2019
Q1 | $502K | Sell |
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2018
Q4 | $503K | Sell |
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2018
Q3 | $623K | Sell |
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2018
Q2 | $723K | Sell |
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2018
Q1 | $1.73M | Buy |
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2017
Q4 | $1.98M | Sell |
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2017
Q3 | $1.81M | Sell |
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2017
Q2 | $1.85M | Buy |
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2017
Q1 | $1.86M | Sell |
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2016
Q4 | $1.85M | Buy |
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2016
Q3 | $1.47M | Buy |
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2016
Q2 | $1.14M | Buy |
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2016
Q1 | $1.04M | Buy |
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2015
Q4 | $1.11M | Buy |
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2015
Q3 | $1.03M | Buy |
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2015
Q2 | $1.1M | Sell |
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2015
Q1 | $1.37M | Buy |
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