Harbor Investment Advisory’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 | $1.02M | Sell |
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|
2025
Q2 | $984K | Buy |
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|
2025
Q1 | $873K | Buy |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $519K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $661K | Sell |
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|
2021
Q2 | $709K | Sell |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q4 | $492K | Sell |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q2 | $403K | Buy |
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|
2020
Q1 | $396K | Buy |
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|
2019
Q4 | $697K | Buy |
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