Lockheed Martin 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
Q3 | $13.8M | Sell |
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|
2025
Q2 | $17.8M | Sell |
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|
2025
Q1 | $35.4M | Buy |
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|
2024
Q4 | $21.6M | Buy |
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|
2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $5.26M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $4.15M | Sell |
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|
2021
Q2 | $15.5M | Sell |
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|
2021
Q1 | $17.2M | Buy |
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|
2020
Q4 | $6.73M | Buy |
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|
2020
Q3 | $1.7M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.22M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $411K | Sell |
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|
2015
Q4 | $652K | Hold |
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|
2015
Q3 | $616K | Sell |
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|
2015
Q2 | $10.9M | Buy |
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|
2015
Q1 | $2.86M | Buy |
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|
2014
Q4 | $1.48M | Hold |
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|
2014
Q3 | $1.4M | Hold |
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|
2014
Q2 | $1.42M | Sell |
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|
2014
Q1 | $5.32M | Sell |
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|
2013
Q4 | $9.08M | Buy |
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