Bay Harbor Wealth Management’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 | $138K | Buy |
1,720
+94
| +6% | +$7.53K | 0.04% | 65 |
|
|
2025
Q1 | $117K | Buy |
1,626
+57
| +4% | +$4.09K | 0.04% | 61 |
|
|
2024
Q4 | $110K | Buy |
1,569
+54
| +4% | +$3.79K | 0.04% | 64 |
|
|
2024
Q3 | $85.6K | Sell |
1,515
-62
| -4% | -$3.5K | 0.03% | 72 |
|
|
2024
Q2 | $93.7K | Buy |
1,577
+27
| +2% | +$1.6K | 0.03% | 66 |
|
|
2024
Q1 | $89.8K | Sell |
1,550
-9
| -0.6% | -$522 | 0.03% | 73 |
|
|
2023
Q4 | $76.7K | Hold |
1,559
| – | – | 0.03% | 80 |
|
|
2023
Q3 | $63.7K | Buy |
1,559
+27
| +2% | +$1.1K | 0.03% | 83 |
|
|
2023
Q2 | $65.4K | Sell |
1,532
-116
| -7% | -$4.95K | 0.03% | 82 |
|
|
2023
Q1 | $61.6K | Buy |
1,648
+6
| +0.4% | +$224 | 0.03% | 84 |
|
|
2022
Q4 | $68K | Sell |
1,642
-6
| -0.4% | -$248 | 0.03% | 83 |
|
|
2022
Q3 | $66K | Buy |
+1,648
| New | +$66K | 0.03% | 75 |
|
|
2021
Q1 | – | Sell |
-120
| Closed | -$4K | – | 429 |
|
|
2020
Q4 | $4K | Sell |
120
-19
| -14% | -$633 | ﹤0.01% | 303 |
|
|
2020
Q3 | $3K | Hold |
139
| – | – | ﹤0.01% | 299 |
|
|
2020
Q2 | $4K | Sell |
139
-2
| -1% | -$58 | ﹤0.01% | 261 |
|
|
2020
Q1 | $4K | Hold |
141
| – | – | ﹤0.01% | 244 |
|
|
2019
Q4 | $8K | Hold |
141
| – | – | ﹤0.01% | 238 |
|
|
2019
Q3 | $7K | Hold |
141
| – | – | ﹤0.01% | 254 |
|
|
2019
Q2 | $7K | Hold |
141
| – | – | ﹤0.01% | 251 |
|
|
2019
Q1 | $7K | Hold |
141
| – | – | ﹤0.01% | 289 |
|
|
2018
Q4 | $6K | Buy |
+141
| New | +$6K | ﹤0.01% | 279 |
|