BHK Investment Advisors’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 | $212K | Buy |
+2,646
| New | +$212K | 0.08% | 63 |
|
|
2020
Q3 | – | Sell |
-12,547
| Closed | -$321K | – | 61 |
|
|
2020
Q2 | $321K | Buy |
12,547
+1,028
| +9% | +$26.3K | 0.19% | 36 |
|
|
2020
Q1 | $331K | Buy |
11,519
+1,629
| +16% | +$46.8K | 0.24% | 36 |
|
|
2019
Q4 | $532K | Buy |
9,890
+201
| +2% | +$10.8K | 0.3% | 32 |
|
|
2019
Q3 | $489K | Buy |
9,689
+423
| +5% | +$21.3K | 0.28% | 46 |
|
|
2019
Q2 | $438K | Buy |
9,266
+685
| +8% | +$32.4K | 0.25% | 55 |
|
|
2019
Q1 | $415K | Sell |
8,581
-653
| -7% | -$31.6K | 0.25% | 56 |
|
|
2018
Q4 | $426K | Sell |
9,234
-427
| -4% | -$19.7K | 0.32% | 36 |
|
|
2018
Q3 | $508K | Buy |
9,661
+404
| +4% | +$21.2K | 0.34% | 35 |
|
|
2018
Q2 | $513K | Buy |
9,257
+829
| +10% | +$45.9K | 0.36% | 31 |
|
|
2018
Q1 | $442K | Buy |
8,428
+853
| +11% | +$44.7K | 0.33% | 36 |
|
|
2017
Q4 | $460K | Buy |
+7,575
| New | +$460K | 0.39% | 31 |
|