Harbour Investments’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 | $2.42M | Buy |
30,171
+1,422
| +5% | +$114K | 0.06% | 286 |
|
|
2025
Q1 | $2.06M | Buy |
28,749
+99
| +0.3% | +$7.11K | 0.06% | 285 |
|
|
2024
Q4 | $2.01M | Buy |
28,650
+821
| +3% | +$57.7K | 0.06% | 282 |
|
|
2024
Q3 | $1.57M | Sell |
27,829
-22
| -0.1% | -$1.24K | 0.05% | 333 |
|
|
2024
Q2 | $1.65M | Buy |
27,851
+575
| +2% | +$34.1K | 0.06% | 290 |
|
|
2024
Q1 | $1.58M | Buy |
27,276
+383
| +1% | +$22.2K | 0.06% | 308 |
|
|
2023
Q4 | $1.32M | Buy |
26,893
+3,096
| +13% | +$152K | 0.05% | 304 |
|
|
2023
Q3 | $972K | Buy |
23,797
+2,429
| +11% | +$99.2K | 0.05% | 335 |
|
|
2023
Q2 | $912K | Buy |
21,368
+483
| +2% | +$20.6K | 0.05% | 360 |
|
|
2023
Q1 | $781K | Buy |
20,885
+537
| +3% | +$20.1K | 0.04% | 369 |
|
|
2022
Q4 | $840K | Buy |
20,348
+5,801
| +40% | +$240K | 0.05% | 338 |
|
|
2022
Q3 | $570K | Hold |
14,547
| – | – | 0.04% | 390 |
|
|
2022
Q2 | $570K | Buy |
+14,547
| New | +$570K | 0.04% | 390 |
|
|
2021
Q4 | $662K | Sell |
13,790
-110,294
| -89% | -$5.29M | 0.04% | 383 |
|
|
2021
Q3 | $5.76M | Sell |
124,084
-6,953
| -5% | -$323K | 0.18% | 101 |
|
|
2021
Q2 | $5.94M | Buy |
131,037
+255
| +0.2% | +$11.6K | 0.19% | 96 |
|
|
2021
Q1 | $5.11M | Buy |
+130,782
| New | +$5.11M | 0.18% | 108 |
|