LA
Lynch & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
6,729
+135
| +2% | +$10.8K | 0.11% | 96 |
|
|
2025
Q1 | $473K | Sell |
6,594
-12
| -0.2% | -$861 | 0.1% | 95 |
|
|
2024
Q4 | $464K | Sell |
6,606
-647
| -9% | -$45.4K | 0.1% | 95 |
|
|
2024
Q3 | $410K | Hold |
7,253
| – | – | 0.09% | 97 |
|
|
2024
Q2 | $431K | Hold |
7,253
| – | – | 0.1% | 96 |
|
|
2024
Q1 | $420K | Sell |
7,253
-25
| -0.3% | -$1.45K | 0.1% | 95 |
|
|
2023
Q4 | $358K | Sell |
7,278
-181
| -2% | -$8.91K | 0.09% | 96 |
|
|
2023
Q3 | $305K | Buy |
7,459
+334
| +5% | +$13.6K | 0.08% | 96 |
|
|
2023
Q2 | $304K | Hold |
7,125
| – | – | 0.08% | 93 |
|
|
2023
Q1 | $266K | Sell |
7,125
-39
| -0.5% | -$1.46K | 0.07% | 96 |
|
|
2022
Q4 | $296K | Hold |
7,164
| – | – | 0.08% | 93 |
|
|
2022
Q3 | $288K | Hold |
7,164
| – | – | 0.08% | 89 |
|
|
2022
Q2 | $281K | Hold |
7,164
| – | – | 0.08% | 91 |
|
|
2022
Q1 | $347K | Hold |
7,164
| – | – | 0.08% | 91 |
|
|
2021
Q4 | $344K | Sell |
7,164
-2,675
| -27% | -$128K | 0.08% | 90 |
|
|
2021
Q3 | $457K | Sell |
9,839
-305
| -3% | -$14.2K | 0.12% | 88 |
|
|
2021
Q2 | $459K | Sell |
10,144
-612
| -6% | -$27.7K | 0.12% | 86 |
|
|
2021
Q1 | $420K | Buy |
10,756
+1
| +0% | +$39 | 0.11% | 90 |
|
|
2020
Q4 | $325K | Sell |
10,755
-550
| -5% | -$16.6K | 0.09% | 93 |
|
|
2020
Q3 | $266K | Sell |
11,305
-123,604
| -92% | -$2.91M | 0.08% | 92 |
|
|
2020
Q2 | $3.45M | Sell |
134,909
-29,147
| -18% | -$746K | 1.12% | 29 |
|
|
2020
Q1 | $4.71M | Buy |
164,056
+36,691
| +29% | +$1.05M | 1.73% | 18 |
|
|
2019
Q4 | $6.85M | Buy |
127,365
+4,835
| +4% | +$260K | 1.97% | 14 |
|
|
2019
Q3 | $6.18M | Buy |
122,530
+5,578
| +5% | +$281K | 1.89% | 18 |
|
|
2019
Q2 | $5.53M | Sell |
116,952
-6,273
| -5% | -$297K | 1.8% | 23 |
|
|
2019
Q1 | $5.95M | Sell |
123,225
-1,820
| -1% | -$87.9K | 1.97% | 19 |
|
|
2018
Q4 | $5.76M | Sell |
125,045
-13,177
| -10% | -$607K | 2.15% | 16 |
|
|
2018
Q3 | $7.27M | Buy |
138,222
+5,971
| +5% | +$314K | 2.45% | 12 |
|
|
2018
Q2 | $7.33M | Buy |
132,251
+8,864
| +7% | +$491K | 2.66% | 10 |
|
|
2018
Q1 | $6.47M | Sell |
123,387
-278
| -0.2% | -$14.6K | 2.47% | 10 |
|
|
2017
Q4 | $7.5M | Buy |
123,665
+2,740
| +2% | +$166K | 2.81% | 9 |
|
|
2017
Q3 | $6.67M | Buy |
120,925
+3,943
| +3% | +$217K | 2.65% | 9 |
|
|
2017
Q2 | $6.48M | Buy |
116,982
+3,308
| +3% | +$183K | 2.56% | 8 |
|
|
2017
Q1 | $6.33M | Buy |
113,674
+5,147
| +5% | +$286K | 2.58% | 11 |
|
|
2016
Q4 | $5.98M | Buy |
108,527
+7,404
| +7% | +$408K | 2.52% | 11 |
|
|
2016
Q3 | $4.48M | Buy |
101,123
+583
| +0.6% | +$25.8K | 1.97% | 13 |
|
|
2016
Q2 | $4.76M | Buy |
100,540
+6,153
| +7% | +$291K | 2.13% | 12 |
|
|
2016
Q1 | $4.57M | Buy |
94,387
+1,213
| +1% | +$58.7K | 2.17% | 11 |
|
|
2015
Q4 | $5.07M | Buy |
93,174
+622
| +0.7% | +$33.8K | 2.6% | 9 |
|
|
2015
Q3 | $4.75M | Buy |
92,552
+83
| +0.1% | +$4.26K | 2.63% | 9 |
|
|
2015
Q2 | $5.2M | Buy |
92,469
+2,813
| +3% | +$158K | 2.71% | 7 |
|
|
2015
Q1 | $4.88M | Buy |
89,656
+2,752
| +3% | +$150K | 2.57% | 10 |
|
|
2014
Q4 | $4.76M | Buy |
86,904
+3,312
| +4% | +$182K | 2.56% | 10 |
|
|
2014
Q3 | $4.34M | Buy |
83,592
+1,908
| +2% | +$99K | 2.44% | 11 |
|
|
2014
Q2 | $4.29M | Buy |
81,684
+789
| +1% | +$41.5K | 2.45% | 10 |
|
|
2014
Q1 | $4.02M | Buy |
80,895
+3,977
| +5% | +$198K | 2.37% | 11 |
|
|
2013
Q4 | $3.49M | Buy |
76,918
+9,584
| +14% | +$435K | 2.09% | 11 |
|
|
2013
Q3 | $2.78M | Buy |
67,334
+2,977
| +5% | +$123K | 1.86% | 15 |
|
|
2013
Q2 | $2.66M | Buy |
+64,357
| New | +$2.66M | 1.84% | 16 |
|