LAM
Lountzis Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Hold |
249,428
| – | – | 7.04% | 3 |
|
|
2025
Q1 | $17.3M | Sell |
249,428
-2,371
| -0.9% | -$165K | 6.54% | 4 |
|
|
2024
Q4 | $17.7M | Sell |
251,799
-1,243
| -0.5% | -$87.3K | 7.49% | 3 |
|
|
2024
Q3 | $14.3M | Buy |
253,042
+809
| +0.3% | +$45.7K | 5.94% | 4 |
|
|
2024
Q2 | $15M | Sell |
252,233
-338
| -0.1% | -$20.1K | 7% | 4 |
|
|
2024
Q1 | $14.6M | Sell |
252,571
-170
| -0.1% | -$9.85K | 6.93% | 4 |
|
|
2023
Q4 | $12.4M | Sell |
252,741
-1,742
| -0.7% | -$85.7K | 6.79% | 4 |
|
|
2023
Q3 | $10.4M | Sell |
254,483
-50
| -0% | -$2.04K | 5.81% | 5 |
|
|
2023
Q2 | $11.2M | Sell |
254,533
-6,272
| -2% | -$277K | 6.19% | 3 |
|
|
2023
Q1 | $9.75M | Buy |
260,805
+1,493
| +0.6% | +$55.8K | 5.77% | 4 |
|
|
2022
Q4 | $12.4M | Sell |
259,312
-10,548
| -4% | -$506K | 7.47% | 3 |
|
|
2022
Q3 | $10.9M | Sell |
269,860
-1,329
| -0.5% | -$53.4K | 7.37% | 2 |
|
|
2022
Q2 | $10.6M | Buy |
271,189
+20,336
| +8% | +$797K | 7.11% | 3 |
|
|
2022
Q1 | $12.2M | Sell |
250,853
-111
| -0% | -$5.38K | 6.75% | 3 |
|
|
2021
Q4 | $12M | Sell |
250,964
-9,792
| -4% | -$470K | 6.88% | 4 |
|
|
2021
Q3 | $12.1M | Sell |
260,756
-84
| -0% | -$3.9K | 7.54% | 3 |
|
|
2021
Q2 | $11.8M | Buy |
260,840
+810
| +0.3% | +$36.7K | 7.2% | 3 |
|
|
2021
Q1 | $10.2M | Sell |
260,030
-3,798
| -1% | -$148K | 6.76% | 4 |
|
|
2020
Q4 | $7.96M | Sell |
263,828
-20,450
| -7% | -$617K | 5.84% | 6 |
|
|
2020
Q3 | $6.68M | Buy |
284,278
+11,000
| +4% | +$259K | 5.75% | 6 |
|
|
2020
Q2 | $7M | Buy |
+273,278
| New | +$7M | 6.63% | 6 |
|