Lincoln Capital’s Wells Fargo WFC Stock Holding History

Lincoln Capital’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$562K	Buy	7,014 +2	+0%	+$160	0.11%	89
2025 Q1	$464K	Buy	7,012 +1	+0%	+$66	0.1%	89
2024 Q4	$492K	Buy	7,011 +2	+0%	+$140	0.1%	82
2024 Q3	$396K	Buy	7,009 +3	+0%	+$169	0.08%	85
2024 Q2	$416K	Buy	7,006 +341	+5%	+$20.3K	0.09%	82
2024 Q1	$386K	Hold	6,665	–	–	0.09%	82
2023 Q4	$328K	Sell	6,665 -38	-0.6%	-$1.87K	0.08%	84
2023 Q3	$274K	Buy	6,703 +75	+1%	+$3.07K	0.07%	84
2023 Q2	$283K	Buy	6,628 +125	+2%	+$5.34K	0.07%	85
2023 Q1	$243K	Hold	6,503	–	–	0.07%	93
2022 Q4	$269K	Sell	6,503 -2,931	-31%	-$121K	0.08%	88
2022 Q3	$379K	Buy	9,434 +2,343	+33%	+$94.1K	0.12%	75
2022 Q2	$278K	Hold	7,091	–	–	0.08%	93
2022 Q1	$344K	Hold	7,091	–	–	0.08%	89
2021 Q4	$340K	Hold	7,091	–	–	0.08%	85
2021 Q3	$329K	Hold	7,091	–	–	0.09%	83
2021 Q2	$321K	Buy	+7,091	New	+$321K	0.09%	82
2020 Q1	–	Sell	-5,760	Closed	-$310K	–	83
2019 Q4	$310K	Sell	5,760 -87	-1%	-$4.68K	0.13%	67
2019 Q3	$295K	Hold	5,847	–	–	0.13%	64
2019 Q2	$277K	Sell	5,847 -1,000	-15%	-$47.4K	0.12%	66
2019 Q1	$331K	Buy	6,847 +642	+10%	+$31K	0.16%	58
2018 Q4	$286K	Hold	6,205	–	–	0.16%	58
2018 Q3	$326K	Hold	6,205	–	–	0.16%	57
2018 Q2	$352K	Sell	6,205 -120	-2%	-$6.81K	0.19%	51
2018 Q1	$331K	Buy	6,325 +51	+0.8%	+$2.67K	0.18%	56
2017 Q4	$381K	Buy	6,274 +520	+9%	+$31.6K	0.21%	48
2017 Q3	$317K	Sell	5,754 -100	-2%	-$5.51K	0.2%	51
2017 Q2	$324K	Sell	5,854 -450	-7%	-$24.9K	0.2%	52
2017 Q1	$351K	Hold	6,304	–	–	0.24%	45
2016 Q4	$347K	Sell	6,304 -200	-3%	-$11K	0.25%	40
2016 Q3	$288K	Hold	6,504	–	–	0.21%	45
2016 Q2	$308K	Buy	6,504 +425	+7%	+$20.1K	0.23%	41
2016 Q1	$294K	Buy	6,079 +1,150	+23%	+$55.6K	0.22%	42
2015 Q4	$268K	Buy	4,929 +158	+3%	+$8.59K	0.21%	45
2015 Q3	$245K	Buy	4,771 +1,002	+27%	+$51.5K	0.2%	44
2015 Q2	$212K	Hold	3,769	–	–	0.18%	53
2015 Q1	$205K	Hold	3,769	–	–	0.18%	55
2014 Q4	$207K	Buy	+3,769	New	+$207K	0.18%	53