Charles D. Hyman’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.08M | Sell |
34,951
-850
| -2% | -$50.2K | 0.12% | 95 |
|
|
2024
Q1 | $2.08M | Sell |
35,801
-2,099
| -6% | -$110K | 0.11% | 93 |
|
|
2023
Q4 | $1.86M | Sell |
37,900
-1,949
| -5% | -$84.1K | 0.11% | 97 |
|
|
2023
Q3 | $1.63M | Sell |
39,849
-2,036
| -5% | -$87.9K | 0.11% | 100 |
|
|
2023
Q2 | $1.79M | Sell |
41,885
-1,255
| -3% | -$50.5K | 0.11% | 97 |
|
|
2023
Q1 | $1.61M | Sell |
43,140
-6,940
| -14% | -$302K | 0.11% | 102 |
|
|
2022
Q4 | $2.07M | Sell |
50,080
-651
| -1% | -$28.8K | 0.14% | 87 |
|
|
2022
Q3 | $2.04M | Sell |
50,731
-748
| -1% | -$32.1K | 0.16% | 86 |
|
|
2022
Q2 | $2.02M | Buy |
51,479
+1
| +0% | +$44 | 0.15% | 87 |
|
|
2022
Q1 | $2.5M | Hold |
51,478
| – | – | 0.16% | 86 |
|
|
2021
Q4 | $2.47M | Sell |
51,478
-2,764
| -5% | -$136K | 0.16% | 90 |
|
|
2021
Q3 | $2.52M | Sell |
54,242
-205
| -0.4% | -$9.49K | 0.18% | 87 |
|
|
2021
Q2 | $2.47M | Sell |
54,447
-680
| -1% | -$30.4K | 0.17% | 86 |
|
|
2021
Q1 | $2.15M | Sell |
55,127
-19,178
| -26% | -$679K | 0.16% | 89 |
|
|
2020
Q4 | $2.24M | Sell |
74,305
-6,493
| -8% | -$168K | 0.18% | 85 |
|
|
2020
Q3 | $1.9M | Sell |
80,798
-25,281
| -24% | -$623K | 0.17% | 87 |
|
|
2020
Q2 | $2.72M | Sell |
106,079
-10,220
| -9% | -$280K | 0.26% | 72 |
|
|
2020
Q1 | $3.34M | Sell |
116,299
-2,560
| -2% | -$109K | 0.42% | 58 |
|
|
2019
Q4 | $6.39M | Sell |
118,859
-1,051
| -0.9% | -$55K | 0.63% | 46 |
|
|
2019
Q3 | $6.05M | Sell |
119,910
-4,553
| -4% | -$214K | 0.63% | 46 |
|
|
2019
Q2 | $5.89M | Sell |
124,463
-5,019
| -4% | -$235K | 0.61% | 46 |
|
|
2019
Q1 | $6.26M | Sell |
129,482
-24,436
| -16% | -$1.2M | 0.64% | 45 |
|
|
2018
Q4 | $7.09M | Sell |
153,918
-5,436
| -3% | -$278K | 0.84% | 41 |
|
|
2018
Q3 | $8.38M | Sell |
159,354
-9,800
| -6% | -$560K | 0.87% | 38 |
|
|
2018
Q2 | $9.38M | Sell |
169,154
-6,861
| -4% | -$368K | 1.05% | 35 |
|
|
2018
Q1 | $9.22M | Sell |
176,015
-5,249
| -3% | -$312K | 1.06% | 35 |
|
|
2017
Q4 | $11M | Sell |
181,264
-4,489
| -2% | -$254K | 1.26% | 29 |
|
|
2017
Q3 | $10.2M | Sell |
185,753
-7,782
| -4% | -$414K | 1.27% | 29 |
|
|
2017
Q2 | $10.7M | Sell |
193,535
-7,457
| -4% | -$400K | 1.37% | 28 |
|
|
2017
Q1 | $11.2M | Sell |
200,992
-1,553
| -0.8% | -$88.1K | 1.48% | 26 |
|
|
2016
Q4 | $11.2M | Sell |
202,545
-10,755
| -5% | -$541K | 1.57% | 24 |
|
|
2016
Q3 | $9.45M | Buy |
213,300
+908
| +0.4% | +$43.4K | 1.4% | 30 |
|
|
2016
Q2 | $10.1M | Sell |
212,392
-3,044
| -1% | -$148K | 1.51% | 25 |
|
|
2016
Q1 | $10.4M | Buy |
215,436
+6,992
| +3% | +$342K | 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% | -$102K | 1.84% | 16 |
|
|
2015
Q2 | $11.6M | Buy |
206,460
+13,459
| +7% | +$750K | 1.86% | 16 |
|
|
2015
Q1 | $10.5M | Buy |
193,001
+1,025
| +0.5% | +$55.4K | 1.68% | 20 |
|
|
2014
Q4 | $10.5M | Buy |
191,976
+3,688
| +2% | +$195K | 1.7% | 19 |
|
|
2014
Q3 | $9.77M | Buy |
188,288
+9,252
| +5% | +$476K | 1.63% | 21 |
|
|
2014
Q2 | $9.41M | Buy |
179,036
+2,862
| +2% | +$144K | 1.59% | 21 |
|
|
2014
Q1 | $8.76M | Buy |
176,174
+41
| +0% | +$1.91K | 1.58% | 22 |
|
|
2013
Q4 | $8M | Buy |
176,133
+3,256
| +2% | +$141K | 1.47% | 24 |
|
|
2013
Q3 | $7.14M | Buy |
172,877
+4,267
| +3% | +$182K | 1.42% | 25 |
|
|
2013
Q2 | $6.96M | Buy |
+168,610
| New | +$6.57M | 1.43% | 22 |
|
Other funds holding WFC
Charles D. Hyman's WFC Position: Q2 2024 in Review
Charles D. Hyman reduced its Wells Fargo (WFC) stake by 2.4% in Q2 2024, selling an estimated $50.2K and leaving 34,951 shares worth $2.08M. The position accounts for 0.12% of the portfolio, ranked #95.
Charles D. Hyman first reported a position in WFC in Q2 2013 and has held it in 45 quarters since. The position peaked at $11.6M in Q2 2015. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.
- Charles D. Hyman held 34,951 shares of Wells Fargo worth $2.08M as of Q2 2024.
- Charles D. Hyman sold 850 Wells Fargo shares in Q2 2024, an estimated $50.2K.
- Wells Fargo made up 0.12% of Charles D. Hyman's portfolio in Q2 2024, its #95 holding.
- Charles D. Hyman first reported a position in Wells Fargo in Q2 2013 and has held it in 45 quarters since.
- Charles D. Hyman's Wells Fargo position peaked at $11.6M in Q2 2015.
- 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.
Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.