Harbor Investment Advisory’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 | $984K | Buy |
12,279
+115
| +0.9% | +$9.21K | 0.09% | 174 |
|
|
2025
Q1 | $873K | Buy |
12,164
+180
| +2% | +$12.9K | 0.08% | 175 |
|
|
2024
Q4 | $842K | Buy |
11,984
+2,800
| +30% | +$197K | 0.08% | 171 |
|
|
2024
Q3 | $519K | Sell |
9,184
-123
| -1% | -$6.95K | 0.05% | 228 |
|
|
2024
Q2 | $553K | Sell |
9,307
-24
| -0.3% | -$1.43K | 0.06% | 214 |
|
|
2024
Q1 | $541K | Buy |
9,331
+248
| +3% | +$14.4K | 0.06% | 218 |
|
|
2023
Q4 | $447K | Sell |
9,083
-15
| -0.2% | -$738 | 0.05% | 225 |
|
|
2023
Q3 | $372K | Sell |
9,098
-3,245
| -26% | -$133K | 0.05% | 240 |
|
|
2023
Q2 | $527K | Buy |
12,343
+1,765
| +17% | +$75.3K | 0.07% | 205 |
|
|
2023
Q1 | $395K | Sell |
10,578
-15
| -0.1% | -$561 | 0.06% | 246 |
|
|
2022
Q4 | $437K | Buy |
10,593
+176
| +2% | +$7.27K | 0.07% | 217 |
|
|
2022
Q3 | $419K | Sell |
10,417
-195
| -2% | -$7.84K | 0.07% | 218 |
|
|
2022
Q2 | $416K | Buy |
10,612
+2,305
| +28% | +$90.4K | 0.07% | 221 |
|
|
2022
Q1 | $403K | Buy |
8,307
+911
| +12% | +$44.2K | 0.05% | 249 |
|
|
2021
Q4 | $355K | Sell |
7,396
-6,850
| -48% | -$329K | 0.04% | 268 |
|
|
2021
Q3 | $661K | Sell |
14,246
-1,411
| -9% | -$65.5K | 0.09% | 183 |
|
|
2021
Q2 | $709K | Sell |
15,657
-1,030
| -6% | -$46.6K | 0.1% | 181 |
|
|
2021
Q1 | $652K | Buy |
16,687
+399
| +2% | +$15.6K | 0.1% | 176 |
|
|
2020
Q4 | $492K | Sell |
16,288
-1,313
| -7% | -$39.7K | 0.08% | 191 |
|
|
2020
Q3 | $414K | Buy |
17,601
+1,861
| +12% | +$43.8K | 0.08% | 179 |
|
|
2020
Q2 | $403K | Buy |
15,740
+1,945
| +14% | +$49.8K | 0.09% | 172 |
|
|
2020
Q1 | $396K | Buy |
13,795
+841
| +6% | +$24.1K | 0.11% | 152 |
|
|
2019
Q4 | $697K | Buy |
+12,954
| New | +$697K | 0.16% | 125 |
|