EHC
Everett Harris & Co’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
25,921
-1,600
| -6% | -$128K | 0.03% | 111 |
|
|
2025
Q1 | $1.98M | Buy |
27,521
+900
| +3% | +$64.6K | 0.03% | 106 |
|
|
2024
Q4 | $1.87M | Sell |
26,621
-178
| -0.7% | -$12.5K | 0.02% | 103 |
|
|
2024
Q3 | $1.51M | Sell |
26,799
-430
| -2% | -$24.3K | 0.02% | 113 |
|
|
2024
Q2 | $1.62M | Hold |
27,229
| – | – | 0.02% | 106 |
|
|
2024
Q1 | $1.58M | Sell |
27,229
-710
| -3% | -$41.2K | 0.02% | 109 |
|
|
2023
Q4 | $1.38M | Sell |
27,939
-1,078
| -4% | -$53.1K | 0.02% | 111 |
|
|
2023
Q3 | $1.19M | Sell |
29,017
-1,508
| -5% | -$61.6K | 0.02% | 122 |
|
|
2023
Q2 | $1.3M | Sell |
30,525
-400
| -1% | -$17.1K | 0.02% | 118 |
|
|
2023
Q1 | $1.16M | Sell |
30,925
-174
| -0.6% | -$6.5K | 0.02% | 125 |
|
|
2022
Q4 | $1.28M | Sell |
31,099
-500
| -2% | -$20.6K | 0.02% | 120 |
|
|
2022
Q3 | $1.27M | Sell |
31,599
-100
| -0.3% | -$4.02K | 0.02% | 109 |
|
|
2022
Q2 | $1.24M | Sell |
31,699
-8,487
| -21% | -$333K | 0.02% | 121 |
|
|
2022
Q1 | $1.95M | Sell |
40,186
-100
| -0.2% | -$4.85K | 0.03% | 103 |
|
|
2021
Q4 | $1.93M | Sell |
40,286
-925
| -2% | -$44.4K | 0.03% | 101 |
|
|
2021
Q3 | $1.91M | Sell |
41,211
-2,750
| -6% | -$128K | 0.03% | 101 |
|
|
2021
Q2 | $1.99M | Sell |
43,961
-1,375
| -3% | -$62.3K | 0.03% | 100 |
|
|
2021
Q1 | $1.77M | Sell |
45,336
-30,960
| -41% | -$1.21M | 0.03% | 105 |
|
|
2020
Q4 | $2.3M | Buy |
76,296
+16,838
| +28% | +$508K | 0.04% | 90 |
|
|
2020
Q3 | $1.4M | Sell |
59,458
-3,475
| -6% | -$81.7K | 0.03% | 108 |
|
|
2020
Q2 | $1.61M | Sell |
62,933
-8,210
| -12% | -$210K | 0.04% | 101 |
|
|
2020
Q1 | $2.04M | Buy |
71,143
+7,008
| +11% | +$201K | 0.05% | 86 |
|
|
2019
Q4 | $3.45M | Sell |
64,135
-2,100
| -3% | -$113K | 0.08% | 80 |
|
|
2019
Q3 | $3.34M | Sell |
66,235
-52,825
| -44% | -$2.66M | 0.08% | 78 |
|
|
2019
Q2 | $5.63M | Sell |
119,060
-67,400
| -36% | -$3.19M | 0.14% | 59 |
|
|
2019
Q1 | $9.01M | Sell |
186,460
-3,521
| -2% | -$170K | 0.23% | 48 |
|
|
2018
Q4 | $8.75M | Sell |
189,981
-9,910
| -5% | -$457K | 0.25% | 46 |
|
|
2018
Q3 | $10.5M | Buy |
199,891
+13,650
| +7% | +$717K | 0.26% | 46 |
|
|
2018
Q2 | $10.3M | Buy |
186,241
+265
| +0.1% | +$14.7K | 0.28% | 45 |
|
|
2018
Q1 | $9.75M | Buy |
185,976
+22,983
| +14% | +$1.2M | 0.27% | 45 |
|
|
2017
Q4 | $9.89M | Buy |
162,993
+10,125
| +7% | +$614K | 0.28% | 44 |
|
|
2017
Q3 | $8.43M | Buy |
152,868
+11,790
| +8% | +$650K | 0.25% | 48 |
|
|
2017
Q2 | $7.82M | Buy |
141,078
+21,584
| +18% | +$1.2M | 0.24% | 49 |
|
|
2017
Q1 | $6.65M | Buy |
119,494
+2,229
| +2% | +$124K | 0.22% | 51 |
|
|
2016
Q4 | $6.46M | Buy |
117,265
+15,141
| +15% | +$834K | 0.23% | 54 |
|
|
2016
Q3 | $4.52M | Sell |
102,124
-10,122
| -9% | -$448K | 0.16% | 64 |
|
|
2016
Q2 | $5.31M | Buy |
112,246
+48,440
| +76% | +$2.29M | 0.19% | 61 |
|
|
2016
Q1 | $3.09M | Buy |
63,806
+8,300
| +15% | +$401K | 0.11% | 87 |
|
|
2015
Q4 | $3.02M | Hold |
55,506
| – | – | 0.11% | 86 |
|
|
2015
Q3 | $2.85M | Buy |
55,506
+3,102
| +6% | +$159K | 0.1% | 85 |
|
|
2015
Q2 | $2.95M | Buy |
52,404
+572
| +1% | +$32.2K | 0.1% | 83 |
|
|
2015
Q1 | $2.82M | Buy |
51,832
+1,034
| +2% | +$56.3K | 0.1% | 84 |
|
|
2014
Q4 | $2.79M | Hold |
50,798
| – | – | 0.1% | 86 |
|
|
2014
Q3 | $2.64M | Hold |
50,798
| – | – | 0.1% | 88 |
|
|
2014
Q2 | $2.67M | Hold |
50,798
| – | – | 0.1% | 83 |
|
|
2014
Q1 | $2.53M | Buy |
50,798
+850
| +2% | +$42.3K | 0.09% | 80 |
|
|
2013
Q4 | $2.27M | Hold |
49,948
| – | – | 0.08% | 81 |
|
|
2013
Q3 | $2.06M | Buy |
49,948
+500
| +1% | +$20.7K | 0.08% | 77 |
|
|
2013
Q2 | $2.04M | Buy |
+49,448
| New | +$2.04M | 0.09% | 80 |
|