Lynch & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $563K | Sell |
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|
2025
Q2 | $539K | Buy |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $464K | Sell |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $457K | Sell |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $3.45M | Sell |
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|
2020
Q1 | $4.71M | Buy |
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|
2019
Q4 | $6.85M | Buy |
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|
2019
Q3 | $6.18M | Buy |
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|
2019
Q2 | $5.53M | Sell |
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|
2019
Q1 | $5.95M | Sell |
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|
2018
Q4 | $5.76M | Sell |
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|
2018
Q3 | $7.26M | Buy |
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|
2018
Q2 | $7.33M | Buy |
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|
2018
Q1 | $6.47M | Sell |
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|
2017
Q4 | $7.5M | Buy |
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|
2017
Q3 | $6.67M | Buy |
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|
2017
Q2 | $6.48M | Buy |
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|
2017
Q1 | $6.33M | Buy |
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|
2016
Q4 | $5.98M | Buy |
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|
2016
Q3 | $4.48M | Buy |
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|
2016
Q2 | $4.76M | Buy |
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|
2016
Q1 | $4.57M | Buy |
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|
2015
Q4 | $5.07M | Buy |
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|
2015
Q3 | $4.75M | Buy |
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|
2015
Q2 | $5.2M | Buy |
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|
2015
Q1 | $4.88M | Buy |
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|
2014
Q4 | $4.76M | Buy |
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|
2014
Q3 | $4.34M | Buy |
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|
2014
Q2 | $4.29M | Buy |
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|
2014
Q1 | $4.02M | Buy |
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|
2013
Q4 | $3.49M | Buy |
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|
2013
Q3 | $2.78M | Buy |
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|
2013
Q2 | $2.66M | Buy |
|