LKIM
Lawson Kroeker Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
29,445
+1,771
| +6% | +$142K | 0.44% | 53 |
|
|
2025
Q1 | $1.99M | Sell |
27,674
-6,640
| -19% | -$477K | 0.37% | 55 |
|
|
2024
Q4 | $2.41M | Sell |
34,314
-25,156
| -42% | -$1.77M | 0.45% | 53 |
|
|
2024
Q3 | $3.36M | Sell |
59,470
-10,063
| -14% | -$568K | 0.61% | 47 |
|
|
2024
Q2 | $4.13M | Sell |
69,533
-582
| -0.8% | -$34.6K | 0.8% | 43 |
|
|
2024
Q1 | $4.06M | Sell |
70,115
-5,724
| -8% | -$332K | 0.77% | 43 |
|
|
2023
Q4 | $3.73M | Buy |
75,839
+1,225
| +2% | +$60.3K | 0.77% | 44 |
|
|
2023
Q3 | $3.05M | Buy |
74,614
+828
| +1% | +$33.8K | 0.67% | 44 |
|
|
2023
Q2 | $3.15M | Sell |
73,786
-1,133
| -2% | -$48.4K | 0.76% | 43 |
|
|
2023
Q1 | $2.8M | Buy |
74,919
+68,944
| +1,154% | +$2.58M | 0.63% | 47 |
|
|
2022
Q4 | $247K | Sell |
5,975
-325
| -5% | -$13.4K | 0.08% | 52 |
|
|
2022
Q3 | $253K | Hold |
6,300
| – | – | 0.09% | 58 |
|
|
2022
Q2 | $247K | Sell |
6,300
-535
| -8% | -$21K | 0.08% | 59 |
|
|
2022
Q1 | $331K | Hold |
6,835
| – | – | 0.1% | 56 |
|
|
2021
Q4 | $328K | Sell |
6,835
-200
| -3% | -$9.6K | 0.1% | 56 |
|
|
2021
Q3 | $326K | Hold |
7,035
| – | – | 0.11% | 55 |
|
|
2021
Q2 | $319K | Hold |
7,035
| – | – | 0.1% | 59 |
|
|
2021
Q1 | $275K | Sell |
7,035
-75
| -1% | -$2.93K | 0.09% | 58 |
|
|
2020
Q4 | $215K | Buy |
+7,110
| New | +$215K | 0.08% | 58 |
|
|
2020
Q2 | – | Sell |
-7,585
| Closed | -$218K | – | 61 |
|
|
2020
Q1 | $218K | Sell |
7,585
-425
| -5% | -$12.2K | 0.12% | 60 |
|
|
2019
Q4 | $431K | Sell |
8,010
-300
| -4% | -$16.1K | 0.16% | 52 |
|
|
2019
Q3 | $419K | Sell |
8,310
-1,850
| -18% | -$93.3K | 0.16% | 52 |
|
|
2019
Q2 | $481K | Sell |
10,160
-225
| -2% | -$10.7K | 0.16% | 48 |
|
|
2019
Q1 | $502K | Sell |
10,385
-540
| -5% | -$26.1K | 0.18% | 49 |
|
|
2018
Q4 | $503K | Sell |
10,925
-925
| -8% | -$42.6K | 0.2% | 47 |
|
|
2018
Q3 | $623K | Sell |
11,850
-1,200
| -9% | -$63.1K | 0.2% | 47 |
|
|
2018
Q2 | $723K | Sell |
13,050
-19,925
| -60% | -$1.1M | 0.26% | 48 |
|
|
2018
Q1 | $1.73M | Buy |
32,975
+405
| +1% | +$21.2K | 0.57% | 35 |
|
|
2017
Q4 | $1.98M | Sell |
32,570
-210
| -0.6% | -$12.7K | 0.64% | 35 |
|
|
2017
Q3 | $1.81M | Sell |
32,780
-685
| -2% | -$37.8K | 0.57% | 37 |
|
|
2017
Q2 | $1.85M | Buy |
33,465
+39
| +0.1% | +$2.16K | 0.62% | 39 |
|
|
2017
Q1 | $1.86M | Sell |
33,426
-224
| -0.7% | -$12.5K | 0.63% | 39 |
|
|
2016
Q4 | $1.85M | Buy |
33,650
+413
| +1% | +$22.8K | 0.64% | 40 |
|
|
2016
Q3 | $1.47M | Buy |
33,237
+9,245
| +39% | +$409K | 0.48% | 43 |
|
|
2016
Q2 | $1.14M | Buy |
23,992
+2,560
| +12% | +$121K | 0.38% | 45 |
|
|
2016
Q1 | $1.04M | Buy |
21,432
+1,005
| +5% | +$48.6K | 0.36% | 47 |
|
|
2015
Q4 | $1.11M | Buy |
20,427
+452
| +2% | +$24.6K | 0.38% | 44 |
|
|
2015
Q3 | $1.03M | Buy |
19,975
+350
| +2% | +$18K | 0.34% | 46 |
|
|
2015
Q2 | $1.1M | Sell |
19,625
-5,596
| -22% | -$315K | 0.33% | 48 |
|
|
2015
Q1 | $1.37M | Buy |
+25,221
| New | +$1.37M | 0.4% | 46 |
|