Flagship Harbor Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $627K | Buy |
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|
2021
Q4 | $613K | Buy |
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|
2021
Q3 | $323K | Hold |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $473K | Buy |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $144K | Sell |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $331K | Sell |
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|
2019
Q3 | $325K | Sell |
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|
2019
Q2 | $493K | Sell |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $592K | Sell |
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|
2018
Q3 | $763K | Sell |
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|
2018
Q2 | $821K | Buy |
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|
2018
Q1 | $677K | Buy |
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|
2017
Q4 | $603K | Sell |
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|
2017
Q3 | $633K | Buy |
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|
2017
Q2 | $629K | Buy |
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|
2017
Q1 | $579K | Sell |
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|
2016
Q4 | $605K | Buy |
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