WOSD
WFA of San Diego’s Lincoln Electric LECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Buy |
+40,107
| New | +$8.31M | 6.12% | 3 |
|
|
2024
Q3 | $7.68M | Hold |
40,000
| – | – | 6.48% | 3 |
|
|
2024
Q2 | $7.55M | Buy |
+40,000
| New | +$7.55M | 6.75% | 3 |
|
|
2023
Q3 | $7.27M | Hold |
40,000
| – | – | 7.52% | 3 |
|
|
2023
Q2 | $7.95M | Sell |
40,000
-259
| -0.6% | -$51.4K | 7.81% | 3 |
|
|
2023
Q1 | $6.81M | Hold |
40,259
| – | – | 7.12% | 3 |
|
|
2022
Q4 | $5.82M | Hold |
40,259
| – | – | 4.45% | 3 |
|
|
2022
Q3 | $5.06M | Buy |
+40,259
| New | +$5.06M | 4.56% | 4 |
|
|
2022
Q1 | – | Sell |
-40,259
| Closed | -$5.62M | – | 128 |
|
|
2021
Q4 | $5.62M | Buy |
+40,259
| New | +$5.62M | 3.26% | 6 |
|