GHP Investment 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
Q3 | $2.84M | Buy |
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|
2025
Q2 | $2.68M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $964K | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $749K | Sell |
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|
2022
Q4 | $837K | Buy |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $899K | Buy |
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|
2021
Q4 | $875K | Buy |
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|
2021
Q3 | $842K | Sell |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $641K | Buy |
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|
2020
Q4 | $472K | Sell |
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|
2020
Q3 | $411K | Sell |
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|
2020
Q2 | $669K | Sell |
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|
2020
Q1 | $852K | Buy |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.53M | Buy |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.66M | Sell |
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|
2018
Q2 | $1.76M | Buy |
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|
2018
Q1 | $1.62M | Buy |
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|
2017
Q4 | $1.68M | Buy |
|
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|
2017
Q3 | $1.43M | Buy |
|
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|
2017
Q2 | $1.41M | Buy |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $806K | Sell |
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|
2016
Q2 | $862K | Buy |
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|
2016
Q1 | $785K | Sell |
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|
2015
Q4 | $971K | Sell |
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|
2015
Q3 | $918K | Buy |
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|
2015
Q2 | $901K | Sell |
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|
2015
Q1 | $950K | Buy |
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|
2014
Q4 | $847K | Sell |
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|
2014
Q3 | $852K | Buy |
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|
2014
Q2 | $742K | Buy |
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|
2014
Q1 | $628K | Buy |
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|
2013
Q4 | $499K | Buy |
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|
2013
Q3 | $431K | Buy |
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|
2013
Q2 | $430K | Buy |
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