LAM
Lummis Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
33,495
-256
| -0.8% | -$20.4K | 1.75% | 19 |
|
|
2025
Q1 | $2.42M | Buy |
33,751
+6,192
| +22% | +$444K | 1.68% | 20 |
|
|
2024
Q4 | $1.94M | Sell |
27,559
-515
| -2% | -$36.2K | 2.45% | 14 |
|
|
2024
Q3 | $1.59M | Buy |
28,074
+196
| +0.7% | +$11.1K | 1.85% | 19 |
|
|
2024
Q2 | $1.66M | Hold |
27,878
| – | – | 2.19% | 16 |
|
|
2024
Q1 | $1.62M | Sell |
27,878
-6,131
| -18% | -$355K | 2.17% | 17 |
|
|
2023
Q4 | $1.67M | Buy |
+34,009
| New | +$1.67M | 1.28% | 23 |
|