Lincoln Capital’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 | $568K | Buy |
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|
2025
Q2 | $562K | Buy |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $340K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $321K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Sell |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $331K | Buy |
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|
2018
Q4 | $286K | Hold |
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|
2018
Q3 | $326K | Hold |
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|
2018
Q2 | $352K | Sell |
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|
2018
Q1 | $331K | Buy |
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|
2017
Q4 | $381K | Buy |
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|
2017
Q3 | $317K | Sell |
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|
2017
Q2 | $324K | Sell |
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|
2017
Q1 | $351K | Hold |
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|
2016
Q4 | $347K | Sell |
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|
2016
Q3 | $288K | Hold |
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|
2016
Q2 | $308K | Buy |
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|
2016
Q1 | $294K | Buy |
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|
2015
Q4 | $268K | Buy |
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|
2015
Q3 | $245K | Buy |
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|
2015
Q2 | $212K | Hold |
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|
2015
Q1 | $205K | Hold |
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|
2014
Q4 | $207K | Buy |
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