GIA
GHP Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
33,462
+540
| +2% | +$43.3K | 0.12% | 197 |
|
|
2025
Q1 | $2.36M | Buy |
32,922
+957
| +3% | +$68.7K | 0.11% | 208 |
|
|
2024
Q4 | $2.25M | Buy |
31,965
+5,612
| +21% | +$394K | 0.1% | 215 |
|
|
2024
Q3 | $1.49M | Buy |
26,353
+710
| +3% | +$40.1K | 0.07% | 246 |
|
|
2024
Q2 | $1.52M | Buy |
25,643
+1,155
| +5% | +$68.6K | 0.08% | 245 |
|
|
2024
Q1 | $1.42M | Buy |
24,488
+571
| +2% | +$33.1K | 0.07% | 249 |
|
|
2023
Q4 | $1.18M | Buy |
23,917
+388
| +2% | +$19.1K | 0.06% | 255 |
|
|
2023
Q3 | $964K | Buy |
23,529
+284
| +1% | +$11.6K | 0.06% | 261 |
|
|
2023
Q2 | $1.02M | Buy |
23,245
+3,204
| +16% | +$140K | 0.06% | 260 |
|
|
2023
Q1 | $749K | Sell |
20,041
-224
| -1% | -$8.37K | 0.05% | 274 |
|
|
2022
Q4 | $837K | Buy |
20,265
+1,477
| +8% | +$61K | 0.06% | 265 |
|
|
2022
Q3 | $756K | Buy |
18,788
+694
| +4% | +$27.9K | 0.06% | 256 |
|
|
2022
Q2 | $709K | Sell |
18,094
-467
| -3% | -$18.3K | 0.05% | 264 |
|
|
2022
Q1 | $899K | Buy |
18,561
+317
| +2% | +$15.4K | 0.06% | 251 |
|
|
2021
Q4 | $875K | Buy |
18,244
+112
| +0.6% | +$5.37K | 0.06% | 222 |
|
|
2021
Q3 | $842K | Sell |
18,132
-54
| -0.3% | -$2.51K | 0.07% | 208 |
|
|
2021
Q2 | $824K | Buy |
18,186
+1,783
| +11% | +$80.8K | 0.07% | 206 |
|
|
2021
Q1 | $641K | Buy |
16,403
+779
| +5% | +$30.4K | 0.06% | 217 |
|
|
2020
Q4 | $472K | Sell |
15,624
-1,842
| -11% | -$55.6K | 0.04% | 223 |
|
|
2020
Q3 | $411K | Sell |
17,466
-8,651
| -33% | -$204K | 0.05% | 229 |
|
|
2020
Q2 | $669K | Sell |
26,117
-3,557
| -12% | -$91.1K | 0.08% | 199 |
|
|
2020
Q1 | $852K | Buy |
29,674
+357
| +1% | +$10.3K | 0.13% | 182 |
|
|
2019
Q4 | $1.58M | Buy |
29,317
+1,323
| +5% | +$71.2K | 0.17% | 165 |
|
|
2019
Q3 | $1.41M | Sell |
27,994
-4,275
| -13% | -$216K | 0.18% | 159 |
|
|
2019
Q2 | $1.53M | Buy |
32,269
+2,326
| +8% | +$110K | 0.19% | 152 |
|
|
2019
Q1 | $1.45M | Buy |
29,943
+2,957
| +11% | +$143K | 0.19% | 151 |
|
|
2018
Q4 | $1.24M | Sell |
26,986
-4,631
| -15% | -$213K | 0.19% | 150 |
|
|
2018
Q3 | $1.66M | Sell |
31,617
-158
| -0.5% | -$8.31K | 0.22% | 130 |
|
|
2018
Q2 | $1.76M | Buy |
31,775
+886
| +3% | +$49.1K | 0.25% | 125 |
|
|
2018
Q1 | $1.62M | Buy |
30,889
+3,222
| +12% | +$169K | 0.23% | 134 |
|
|
2017
Q4 | $1.68M | Buy |
27,667
+1,705
| +7% | +$103K | 0.24% | 127 |
|
|
2017
Q3 | $1.43M | Buy |
25,962
+517
| +2% | +$28.5K | 0.22% | 136 |
|
|
2017
Q2 | $1.41M | Buy |
25,445
+1,332
| +6% | +$73.8K | 0.22% | 129 |
|
|
2017
Q1 | $1.34M | Buy |
24,113
+2,382
| +11% | +$133K | 0.23% | 125 |
|
|
2016
Q4 | $1.2M | Buy |
21,731
+3,531
| +19% | +$195K | 0.22% | 131 |
|
|
2016
Q3 | $806K | Sell |
18,200
-12
| -0.1% | -$531 | 0.16% | 162 |
|
|
2016
Q2 | $862K | Buy |
18,212
+1,975
| +12% | +$93.5K | 0.19% | 149 |
|
|
2016
Q1 | $785K | Sell |
16,237
-1,620
| -9% | -$78.3K | 0.18% | 152 |
|
|
2015
Q4 | $971K | Sell |
17,857
-14
| -0.1% | -$761 | 0.23% | 123 |
|
|
2015
Q3 | $918K | Buy |
17,871
+2,277
| +15% | +$117K | 0.24% | 123 |
|
|
2015
Q2 | $901K | Sell |
15,594
-1,875
| -11% | -$108K | 0.22% | 131 |
|
|
2015
Q1 | $950K | Buy |
17,469
+2,024
| +13% | +$110K | 0.25% | 118 |
|
|
2014
Q4 | $847K | Sell |
15,445
-976
| -6% | -$53.5K | 0.23% | 117 |
|
|
2014
Q3 | $852K | Buy |
16,421
+2,296
| +16% | +$119K | 0.25% | 107 |
|
|
2014
Q2 | $742K | Buy |
14,125
+1,495
| +12% | +$78.5K | 0.22% | 119 |
|
|
2014
Q1 | $628K | Buy |
12,630
+1,646
| +15% | +$81.8K | 0.2% | 128 |
|
|
2013
Q4 | $499K | Buy |
10,984
+555
| +5% | +$25.2K | 0.16% | 144 |
|
|
2013
Q3 | $431K | Buy |
10,429
+7
| +0.1% | +$289 | 0.16% | 158 |
|
|
2013
Q2 | $430K | Buy |
+10,422
| New | +$430K | 0.17% | 143 |
|