Luther King Capital Management (LKCM)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Buy |
70,087
+579
| +0.8% | +$46.4K | 0.02% | 226 |
|
|
2025
Q1 | $4.99M | Sell |
69,508
-16,574
| -19% | -$1.19M | 0.02% | 231 |
|
|
2024
Q4 | $6.05M | Buy |
86,082
+402
| +0.5% | +$28.2K | 0.03% | 211 |
|
|
2024
Q3 | $4.84M | Buy |
85,680
+1,200
| +1% | +$67.8K | 0.02% | 232 |
|
|
2024
Q2 | $5.02M | Sell |
84,480
-21,325
| -20% | -$1.27M | 0.02% | 217 |
|
|
2024
Q1 | $6.13M | Sell |
105,805
-1,560
| -1% | -$90.4K | 0.03% | 201 |
|
|
2023
Q4 | $5.28M | Sell |
107,365
-618
| -0.6% | -$30.4K | 0.03% | 204 |
|
|
2023
Q3 | $4.41M | Sell |
107,983
-284
| -0.3% | -$11.6K | 0.02% | 208 |
|
|
2023
Q2 | $4.62M | Buy |
108,267
+4,621
| +4% | +$197K | 0.02% | 216 |
|
|
2023
Q1 | $3.87M | Sell |
103,646
-5,955
| -5% | -$223K | 0.02% | 227 |
|
|
2022
Q4 | $4.53M | Buy |
109,601
+2,430
| +2% | +$100K | 0.02% | 194 |
|
|
2022
Q3 | $4.31M | Buy |
107,171
+3,049
| +3% | +$123K | 0.03% | 192 |
|
|
2022
Q2 | $4.08M | Buy |
104,122
+52,116
| +100% | +$2.04M | 0.02% | 203 |
|
|
2022
Q1 | $2.52M | Buy |
52,006
+21,791
| +72% | +$1.06M | 0.01% | 282 |
|
|
2021
Q4 | $1.45M | Sell |
30,215
-1,453
| -5% | -$69.7K | 0.01% | 355 |
|
|
2021
Q3 | $1.47M | Buy |
31,668
+1,636
| +5% | +$75.9K | 0.01% | 352 |
|
|
2021
Q2 | $1.36M | Buy |
30,032
+1,434
| +5% | +$64.9K | 0.01% | 380 |
|
|
2021
Q1 | $1.12M | Buy |
28,598
+1,437
| +5% | +$56.1K | 0.01% | 369 |
|
|
2020
Q4 | $820K | Sell |
27,161
-18,969
| -41% | -$573K | ﹤0.01% | 395 |
|
|
2020
Q3 | $1.09M | Sell |
46,130
-52,522
| -53% | -$1.24M | 0.01% | 318 |
|
|
2020
Q2 | $2.53M | Sell |
98,652
-38,358
| -28% | -$982K | 0.02% | 216 |
|
|
2020
Q1 | $3.93M | Sell |
137,010
-44,386
| -24% | -$1.27M | 0.03% | 169 |
|
|
2019
Q4 | $9.76M | Sell |
181,396
-1,082
| -0.6% | -$58.2K | 0.07% | 142 |
|
|
2019
Q3 | $9.2M | Sell |
182,478
-18,499
| -9% | -$933K | 0.07% | 144 |
|
|
2019
Q2 | $9.51M | Sell |
200,977
-74,053
| -27% | -$3.5M | 0.07% | 147 |
|
|
2019
Q1 | $13.3M | Sell |
275,030
-13,946
| -5% | -$674K | 0.1% | 124 |
|
|
2018
Q4 | $13.3M | Sell |
288,976
-32,516
| -10% | -$1.5M | 0.12% | 115 |
|
|
2018
Q3 | $16.9M | Sell |
321,492
-14,378
| -4% | -$756K | 0.13% | 113 |
|
|
2018
Q2 | $18.6M | Sell |
335,870
-248,034
| -42% | -$13.8M | 0.15% | 108 |
|
|
2018
Q1 | $30.6M | Sell |
583,904
-696,484
| -54% | -$36.5M | 0.26% | 87 |
|
|
2017
Q4 | $77.7M | Sell |
1,280,388
-33,471
| -3% | -$2.03M | 0.64% | 56 |
|
|
2017
Q3 | $72.5M | Sell |
1,313,859
-79,522
| -6% | -$4.39M | 0.63% | 57 |
|
|
2017
Q2 | $77.2M | Sell |
1,393,381
-13,672
| -1% | -$758K | 0.7% | 51 |
|
|
2017
Q1 | $78.3M | Sell |
1,407,053
-21,534
| -2% | -$1.2M | 0.72% | 50 |
|
|
2016
Q4 | $78.7M | Sell |
1,428,587
-507,295
| -26% | -$28M | 0.75% | 50 |
|
|
2016
Q3 | $85.7M | Sell |
1,935,882
-1,558,911
| -45% | -$69M | 0.84% | 49 |
|
|
2016
Q2 | $165M | Sell |
3,494,793
-15,125
| -0.4% | -$716K | 1.62% | 9 |
|
|
2016
Q1 | $170M | Sell |
3,509,918
-17,420
| -0.5% | -$842K | 1.69% | 9 |
|
|
2015
Q4 | $192M | Buy |
3,527,338
+22,123
| +0.6% | +$1.2M | 1.8% | 7 |
|
|
2015
Q3 | $180M | Buy |
3,505,215
+6,438
| +0.2% | +$331K | 1.75% | 5 |
|
|
2015
Q2 | $197M | Sell |
3,498,777
-23,778
| -0.7% | -$1.34M | 1.7% | 4 |
|
|
2015
Q1 | $192M | Sell |
3,522,555
-14,346
| -0.4% | -$780K | 1.61% | 6 |
|
|
2014
Q4 | $194M | Sell |
3,536,901
-34,430
| -1% | -$1.89M | 1.56% | 5 |
|
|
2014
Q3 | $185M | Buy |
3,571,331
+38,859
| +1% | +$2.02M | 1.52% | 5 |
|
|
2014
Q2 | $186M | Buy |
3,532,472
+51,939
| +1% | +$2.73M | 1.47% | 6 |
|
|
2014
Q1 | $173M | Sell |
3,480,533
-57,932
| -2% | -$2.88M | 1.41% | 5 |
|
|
2013
Q4 | $161M | Sell |
3,538,465
-77,126
| -2% | -$3.5M | 1.3% | 7 |
|
|
2013
Q3 | $149M | Buy |
3,615,591
+71,270
| +2% | +$2.94M | 1.28% | 7 |
|
|
2013
Q2 | $146M | Buy |
+3,544,321
| New | +$146M | 1.36% | 5 |
|