First Heartland Consultants’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 | $416K | Buy |
5,189
+97
| +2% | +$7.77K | 0.04% | 312 |
|
|
2025
Q1 | $366K | Buy |
5,092
+1,270
| +33% | +$91.2K | 0.04% | 300 |
|
|
2024
Q4 | $268K | Sell |
3,822
-1,655
| -30% | -$116K | 0.03% | 368 |
|
|
2024
Q3 | $309K | Buy |
+5,477
| New | +$309K | 0.03% | 324 |
|
|
2022
Q2 | – | Sell |
-4,983
| Closed | -$241K | – | 398 |
|
|
2022
Q1 | $241K | Sell |
4,983
-351
| -7% | -$17K | 0.04% | 301 |
|
|
2021
Q4 | $255 | Sell |
5,334
-264
| -5% | -$13 | 0.01% | 311 |
|
|
2021
Q3 | $260K | Sell |
5,598
-129
| -2% | -$5.99K | 0.04% | 312 |
|
|
2021
Q2 | $259K | Buy |
5,727
+189
| +3% | +$8.55K | 0.04% | 317 |
|
|
2021
Q1 | $216K | Buy |
+5,538
| New | +$216K | 0.03% | 359 |
|
|
2020
Q2 | – | Sell |
-7,587
| Closed | -$218K | – | 301 |
|
|
2020
Q1 | $218K | Buy |
7,587
+26
| +0.3% | +$747 | 0.06% | 218 |
|
|
2019
Q4 | $407K | Buy |
7,561
+721
| +11% | +$38.8K | 0.08% | 196 |
|
|
2019
Q3 | $345K | Buy |
6,840
+577
| +9% | +$29.1K | 0.07% | 209 |
|
|
2019
Q2 | $296K | Sell |
6,263
-535
| -8% | -$25.3K | 0.07% | 214 |
|
|
2019
Q1 | $329K | Buy |
6,798
+155
| +2% | +$7.5K | 0.09% | 193 |
|
|
2018
Q4 | $306K | Sell |
6,643
-1,091
| -14% | -$50.3K | 0.11% | 171 |
|
|
2018
Q3 | $406K | Sell |
7,734
-993
| -11% | -$52.1K | 0.13% | 157 |
|
|
2018
Q2 | $484K | Sell |
8,727
-575
| -6% | -$31.9K | 0.17% | 135 |
|
|
2018
Q1 | $487K | Buy |
9,302
+1,027
| +12% | +$53.8K | 0.15% | 159 |
|
|
2017
Q4 | $502K | Sell |
8,275
-9,870
| -54% | -$599K | 0.15% | 153 |
|
|
2017
Q3 | $1M | Buy |
18,145
+501
| +3% | +$27.6K | 0.24% | 120 |
|
|
2017
Q2 | $978K | Buy |
17,644
+441
| +3% | +$24.4K | 0.25% | 114 |
|
|
2017
Q1 | $958K | Sell |
17,203
-780
| -4% | -$43.4K | 0.27% | 110 |
|
|
2016
Q4 | $991K | Sell |
17,983
-1,989
| -10% | -$110K | 0.3% | 91 |
|
|
2016
Q3 | $884K | Buy |
19,972
+573
| +3% | +$25.4K | 0.26% | 105 |
|
|
2016
Q2 | $918 | Buy |
19,399
+1,916
| +11% | +$91 | 0.1% | 91 |
|
|
2016
Q1 | $845K | Buy |
17,483
+722
| +4% | +$34.9K | 0.32% | 81 |
|
|
2015
Q4 | $911K | Buy |
16,761
+492
| +3% | +$26.7K | 0.35% | 78 |
|
|
2015
Q3 | $835K | Buy |
16,269
+452
| +3% | +$23.2K | 0.35% | 80 |
|
|
2015
Q2 | $890 | Sell |
15,817
-213
| -1% | -$12 | 0.24% | 84 |
|
|
2015
Q1 | $872K | Buy |
16,030
+34
| +0.2% | +$1.85K | 0.33% | 91 |
|
|
2014
Q4 | $877K | Sell |
15,996
-758
| -5% | -$41.6K | 0.36% | 79 |
|
|
2014
Q3 | $869K | Sell |
16,754
-58
| -0.3% | -$3.01K | 0.38% | 76 |
|
|
2014
Q2 | $884K | Sell |
16,812
-183
| -1% | -$9.62K | 0.4% | 79 |
|
|
2014
Q1 | $845K | Buy |
16,995
+357
| +2% | +$17.8K | 0.42% | 67 |
|
|
2013
Q4 | $755K | Buy |
16,638
+465
| +3% | +$21.1K | 0.42% | 71 |
|
|
2013
Q3 | $671K | Buy |
16,173
+2,306
| +17% | +$95.7K | 0.41% | 72 |
|
|
2013
Q2 | $572K | Buy |
+13,867
| New | +$572K | 0.33% | 80 |
|