Lummis Asset Management’s Wells Fargo WFC Stock Holding History

Lummis Asset Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.67M	Sell
2025 Q1	$2.42M	Buy
2024 Q4	$1.94M	Sell
2024 Q3	$1.59M	Buy
2024 Q2	$1.66M	Hold
2024 Q1	$1.62M	Sell
2023 Q4	$1.67M	Buy