Birch Hill 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 | $407K | Hold |
5,079
| – | – | 0.02% | 153 |
|
|
2025
Q1 | $365K | Sell |
5,079
-53
| -1% | -$3.81K | 0.02% | 151 |
|
|
2024
Q4 | $360K | Buy |
5,132
+53
| +1% | +$3.72K | 0.02% | 154 |
|
|
2024
Q3 | $287K | Hold |
5,079
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $302K | Hold |
5,079
| – | – | 0.01% | 151 |
|
|
2024
Q1 | $294K | Buy |
+5,079
| New | +$294K | 0.01% | 147 |
|
|
2020
Q4 | – | Sell |
-46,840
| Closed | -$1.1M | – | 154 |
|
|
2020
Q3 | $1.1M | Sell |
46,840
-37,935
| -45% | -$892K | 0.07% | 84 |
|
|
2020
Q2 | $2.17M | Sell |
84,775
-4,860
| -5% | -$124K | 0.16% | 65 |
|
|
2020
Q1 | $2.57M | Sell |
89,635
-1,326
| -1% | -$38.1K | 0.23% | 52 |
|
|
2019
Q4 | $4.89M | Sell |
90,961
-765
| -0.8% | -$41.2K | 0.32% | 49 |
|
|
2019
Q3 | $4.63M | Sell |
91,726
-1,378
| -1% | -$69.5K | 0.33% | 48 |
|
|
2019
Q2 | $4.41M | Sell |
93,104
-2,731
| -3% | -$129K | 0.33% | 51 |
|
|
2019
Q1 | $4.63M | Sell |
95,835
-6,600
| -6% | -$319K | 0.35% | 51 |
|
|
2018
Q4 | $4.72M | Sell |
102,435
-1,520
| -1% | -$70K | 0.41% | 46 |
|
|
2018
Q3 | $5.46M | Buy |
103,955
+1,767
| +2% | +$92.9K | 0.4% | 49 |
|
|
2018
Q2 | $5.67M | Sell |
102,188
-1,600
| -2% | -$88.7K | 0.45% | 47 |
|
|
2018
Q1 | $5.44M | Sell |
103,788
-184,129
| -64% | -$9.65M | 0.45% | 47 |
|
|
2017
Q4 | $17.5M | Sell |
287,917
-6,575
| -2% | -$399K | 1.44% | 30 |
|
|
2017
Q3 | $16.2M | Sell |
294,492
-8,237
| -3% | -$454K | 1.41% | 27 |
|
|
2017
Q2 | $16.8M | Sell |
302,729
-24,125
| -7% | -$1.34M | 1.49% | 29 |
|
|
2017
Q1 | $18.2M | Sell |
326,854
-20,252
| -6% | -$1.13M | 1.55% | 28 |
|
|
2016
Q4 | $19.1M | Sell |
347,106
-47,805
| -12% | -$2.63M | 1.74% | 26 |
|
|
2016
Q3 | $17.5M | Sell |
394,911
-3,106
| -0.8% | -$138K | 1.62% | 26 |
|
|
2016
Q2 | $18.8M | Buy |
398,017
+5,356
| +1% | +$253K | 1.85% | 24 |
|
|
2016
Q1 | $19M | Sell |
392,661
-6,275
| -2% | -$303K | 2% | 20 |
|
|
2015
Q4 | $21.7M | Sell |
398,936
-2,505
| -0.6% | -$136K | 2.27% | 17 |
|
|
2015
Q3 | $20.6M | Sell |
401,441
-958
| -0.2% | -$49.2K | 2.25% | 20 |
|
|
2015
Q2 | $22.6M | Sell |
402,399
-7,135
| -2% | -$401K | 2.32% | 17 |
|
|
2015
Q1 | $22.3M | Sell |
409,534
-32,116
| -7% | -$1.75M | 2.28% | 16 |
|
|
2014
Q4 | $24.2M | Sell |
441,650
-75,494
| -15% | -$4.14M | 2.45% | 14 |
|
|
2014
Q3 | $26.8M | Sell |
517,144
-87,500
| -14% | -$4.54M | 2.8% | 11 |
|
|
2014
Q2 | $31.8M | Sell |
604,644
-19,575
| -3% | -$1.03M | 3.33% | 8 |
|
|
2014
Q1 | $31M | Sell |
624,219
-10,580
| -2% | -$526K | 3.34% | 8 |
|
|
2013
Q4 | $28.8M | Sell |
634,799
-1,411
| -0.2% | -$64.1K | 3.08% | 10 |
|
|
2013
Q3 | $26.3M | Sell |
636,210
-9,065
| -1% | -$375K | 3.11% | 9 |
|
|
2013
Q2 | $26.6M | Buy |
+645,275
| New | +$26.6M | 3.34% | 7 |
|