Linscomb Wealth’s Wells Fargo WFC Stock Holding History

Linscomb Wealth’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	$758K	Sell	9,467 -118	-1%	-$9.45K	0.03%	201
2025 Q1	$688K	Buy	9,585 +81	+0.9%	+$5.82K	0.03%	200
2024 Q4	$668K	Buy	9,504 +192	+2%	+$13.5K	0.03%	204
2024 Q3	$526K	Sell	9,312 -180	-2%	-$10.2K	0.03%	217
2024 Q2	$564K	Buy	9,492 +188	+2%	+$11.2K	0.03%	208
2024 Q1	$539K	Sell	9,304 -160	-2%	-$9.27K	0.03%	209
2023 Q4	$466K	Buy	9,464 +716	+8%	+$35.2K	0.03%	216
2023 Q3	$357K	Sell	8,748 -1,450	-14%	-$59.2K	0.02%	228
2023 Q2	$435K	Buy	+10,198	New	+$435K	0.02%	221
2022 Q2	–	Sell	-5,005	Closed	-$242K	–	332
2022 Q1	$242K	Buy	5,005 +400	+9%	+$19.3K	0.01%	310
2021 Q4	$221K	Buy	4,605 +1	+0%	+$48	0.01%	311
2021 Q3	$214K	Sell	4,604 -1,308	-22%	-$60.8K	0.01%	309
2021 Q2	$268K	Buy	5,912 +300	+5%	+$13.6K	0.01%	282
2021 Q1	$219K	Buy	+5,612	New	+$219K	0.01%	306
2020 Q3	–	Sell	-27,448	Closed	-$703K	–	308
2020 Q2	$703K	Sell	27,448 -84,016	-75%	-$2.15M	0.05%	170
2020 Q1	$3.2M	Buy	111,464 +10,474	+10%	+$301K	0.28%	71
2019 Q4	$5.43M	Sell	100,990 -1,098	-1%	-$59.1K	0.35%	49
2019 Q3	$5.15M	Buy	102,088 +9,619	+10%	+$485K	0.41%	47
2019 Q2	$4.38M	Buy	92,469 +4,135	+5%	+$196K	0.36%	53
2019 Q1	$4.27M	Buy	88,334 +2,498	+3%	+$121K	0.36%	53
2018 Q4	$3.96M	Sell	85,836 -4,623	-5%	-$213K	0.37%	49
2018 Q3	$4.76M	Buy	90,459 +1,641	+2%	+$86.3K	0.39%	45
2018 Q2	$4.92M	Buy	88,818 +2,908	+3%	+$161K	0.42%	38
2018 Q1	$4.5M	Buy	85,910 +256	+0.3%	+$13.4K	0.38%	44
2017 Q4	$5.2M	Buy	85,654 +5,685	+7%	+$345K	0.43%	38
2017 Q3	$4.41M	Buy	79,969 +1,402	+2%	+$77.3K	0.38%	45
2017 Q2	$4.35M	Buy	78,567 +1,540	+2%	+$85.3K	0.39%	39
2017 Q1	$4.29M	Buy	77,027 +4,778	+7%	+$266K	0.39%	39
2016 Q4	$3.98M	Buy	72,249 +1,910	+3%	+$105K	0.37%	40
2016 Q3	$3.12M	Buy	70,339 +7,963	+13%	+$353K	0.3%	52
2016 Q2	$2.95M	Buy	62,376 +2,373	+4%	+$112K	0.3%	49
2016 Q1	$2.9M	Buy	60,003 +2,417	+4%	+$117K	0.31%	51
2015 Q4	$3.13M	Buy	57,586 +1,084	+2%	+$58.9K	0.35%	43
2015 Q3	$2.9M	Buy	56,502 +1,093	+2%	+$56.1K	0.34%	44
2015 Q2	$3.12M	Buy	55,409 +848	+2%	+$47.7K	0.34%	48
2015 Q1	$2.97M	Buy	54,561 +1,423	+3%	+$77.4K	0.32%	49
2014 Q4	$2.91M	Buy	53,138 +1,546	+3%	+$84.8K	0.32%	51
2014 Q3	$2.68M	Buy	51,592 +1,853	+4%	+$96.1K	0.3%	52
2014 Q2	$2.61M	Buy	49,739 +4,223	+9%	+$222K	0.28%	54
2014 Q1	$2.26M	Buy	45,516 +8,828	+24%	+$439K	0.25%	56
2013 Q4	$1.67M	Buy	36,688 +2,492	+7%	+$113K	0.2%	68
2013 Q3	$1.41M	Buy	34,196 +2,194	+7%	+$90.7K	0.19%	71
2013 Q2	$1.32M	Buy	+32,002	New	+$1.32M	0.18%	69