CDH
Charles D. Hyman’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.08M | Sell |
34,951
-850
| -2% | -$50.5K | 0.12% | 95 |
|
|
2024
Q1 | $2.08M | Sell |
35,801
-2,099
| -6% | -$122K | 0.11% | 93 |
|
|
2023
Q4 | $1.87M | Sell |
37,900
-1,949
| -5% | -$95.9K | 0.11% | 97 |
|
|
2023
Q3 | $1.63M | Sell |
39,849
-2,036
| -5% | -$83.2K | 0.11% | 100 |
|
|
2023
Q2 | $1.79M | Sell |
41,885
-1,255
| -3% | -$53.6K | 0.11% | 97 |
|
|
2023
Q1 | $1.61M | Sell |
43,140
-6,940
| -14% | -$259K | 0.11% | 102 |
|
|
2022
Q4 | $2.07M | Sell |
50,080
-651
| -1% | -$26.9K | 0.14% | 87 |
|
|
2022
Q3 | $2.04M | Sell |
50,731
-748
| -1% | -$30.1K | 0.16% | 86 |
|
|
2022
Q2 | $2.02M | Buy |
51,479
+1
| +0% | +$39 | 0.15% | 87 |
|
|
2022
Q1 | $2.5M | Hold |
51,478
| – | – | 0.16% | 86 |
|
|
2021
Q4 | $2.47M | Sell |
51,478
-2,764
| -5% | -$133K | 0.16% | 90 |
|
|
2021
Q3 | $2.52M | Sell |
54,242
-205
| -0.4% | -$9.51K | 0.18% | 87 |
|
|
2021
Q2 | $2.47M | Sell |
54,447
-680
| -1% | -$30.8K | 0.17% | 86 |
|
|
2021
Q1 | $2.15M | Sell |
55,127
-19,178
| -26% | -$749K | 0.16% | 89 |
|
|
2020
Q4 | $2.24M | Sell |
74,305
-6,493
| -8% | -$196K | 0.18% | 85 |
|
|
2020
Q3 | $1.9M | Sell |
80,798
-25,281
| -24% | -$594K | 0.17% | 87 |
|
|
2020
Q2 | $2.72M | Sell |
106,079
-10,220
| -9% | -$262K | 0.26% | 72 |
|
|
2020
Q1 | $3.34M | Sell |
116,299
-2,560
| -2% | -$73.5K | 0.42% | 58 |
|
|
2019
Q4 | $6.4M | Sell |
118,859
-1,051
| -0.9% | -$56.5K | 0.63% | 46 |
|
|
2019
Q3 | $6.05M | Sell |
119,910
-4,553
| -4% | -$230K | 0.63% | 46 |
|
|
2019
Q2 | $5.89M | Sell |
124,463
-5,019
| -4% | -$238K | 0.61% | 46 |
|
|
2019
Q1 | $6.26M | Sell |
129,482
-24,436
| -16% | -$1.18M | 0.64% | 45 |
|
|
2018
Q4 | $7.09M | Sell |
153,918
-5,436
| -3% | -$251K | 0.84% | 41 |
|
|
2018
Q3 | $8.38M | Sell |
159,354
-9,800
| -6% | -$515K | 0.87% | 38 |
|
|
2018
Q2 | $9.38M | Sell |
169,154
-6,861
| -4% | -$380K | 1.05% | 35 |
|
|
2018
Q1 | $9.23M | Sell |
176,015
-5,249
| -3% | -$275K | 1.06% | 35 |
|
|
2017
Q4 | $11M | Sell |
181,264
-4,489
| -2% | -$272K | 1.26% | 29 |
|
|
2017
Q3 | $10.2M | Sell |
185,753
-7,782
| -4% | -$429K | 1.27% | 29 |
|
|
2017
Q2 | $10.7M | Sell |
193,535
-7,457
| -4% | -$413K | 1.37% | 28 |
|
|
2017
Q1 | $11.2M | Sell |
200,992
-1,553
| -0.8% | -$86.4K | 1.48% | 26 |
|
|
2016
Q4 | $11.2M | Sell |
202,545
-10,755
| -5% | -$593K | 1.57% | 24 |
|
|
2016
Q3 | $9.45M | Buy |
213,300
+908
| +0.4% | +$40.2K | 1.4% | 30 |
|
|
2016
Q2 | $10.1M | Sell |
212,392
-3,044
| -1% | -$144K | 1.51% | 25 |
|
|
2016
Q1 | $10.4M | Buy |
215,436
+6,992
| +3% | +$338K | 1.65% | 19 |
|
|
2015
Q4 | $11.3M | Buy |
208,444
+3,844
| +2% | +$209K | 1.87% | 15 |
|
|
2015
Q3 | $10.5M | Sell |
204,600
-1,860
| -0.9% | -$95.5K | 1.84% | 16 |
|
|
2015
Q2 | $11.6M | Buy |
206,460
+13,459
| +7% | +$757K | 1.86% | 16 |
|
|
2015
Q1 | $10.5M | Buy |
193,001
+1,025
| +0.5% | +$55.8K | 1.68% | 20 |
|
|
2014
Q4 | $10.5M | Buy |
191,976
+3,688
| +2% | +$202K | 1.7% | 19 |
|
|
2014
Q3 | $9.77M | Buy |
188,288
+9,252
| +5% | +$480K | 1.63% | 21 |
|
|
2014
Q2 | $9.41M | Buy |
179,036
+2,862
| +2% | +$150K | 1.59% | 21 |
|
|
2014
Q1 | $8.76M | Buy |
176,174
+41
| +0% | +$2.04K | 1.58% | 22 |
|
|
2013
Q4 | $8M | Buy |
176,133
+3,256
| +2% | +$148K | 1.47% | 24 |
|
|
2013
Q3 | $7.14M | Buy |
172,877
+4,267
| +3% | +$176K | 1.42% | 25 |
|
|
2013
Q2 | $6.96M | Buy |
+168,610
| New | +$6.96M | 1.43% | 22 |
|