Hardy Reed’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 | $442K | Sell |
5,520
-528
| -9% | -$42.3K | 0.04% | 143 |
|
|
2025
Q1 | $434K | Buy |
6,048
+484
| +9% | +$34.7K | 0.04% | 141 |
|
|
2024
Q4 | $391K | Buy |
5,564
+215
| +4% | +$15.1K | 0.03% | 152 |
|
|
2024
Q3 | $302K | Sell |
5,349
-21,723
| -80% | -$1.23M | 0.03% | 186 |
|
|
2024
Q2 | $1.61M | Buy |
27,072
+21,723
| +406% | +$1.29M | 0.16% | 65 |
|
|
2024
Q1 | $310K | Buy |
5,349
+36
| +0.7% | +$2.09K | 0.04% | 87 |
|
|
2023
Q4 | $262K | Sell |
5,313
-106
| -2% | -$5.22K | 0.04% | 100 |
|
|
2023
Q3 | $221K | Sell |
5,419
-70
| -1% | -$2.86K | 0.04% | 96 |
|
|
2023
Q2 | $234K | Buy |
+5,489
| New | +$234K | 0.04% | 88 |
|
|
2022
Q3 | – | Sell |
-5,171
| Closed | -$203K | – | 91 |
|
|
2022
Q2 | $203K | Buy |
5,171
+242
| +5% | +$9.5K | 0.04% | 77 |
|
|
2022
Q1 | $239K | Hold |
4,929
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $236K | Hold |
4,929
| – | – | 0.04% | 97 |
|
|
2021
Q3 | $229K | Sell |
4,929
-395
| -7% | -$18.4K | 0.04% | 92 |
|
|
2021
Q2 | $241K | Sell |
5,324
-1,337
| -20% | -$60.5K | 0.04% | 91 |
|
|
2021
Q1 | $260K | Sell |
6,661
-25
| -0.4% | -$976 | 0.05% | 85 |
|
|
2020
Q4 | $202K | Buy |
+6,686
| New | +$202K | 0.04% | 96 |
|
|
2020
Q1 | – | Sell |
-6,151
| Closed | -$331K | – | 76 |
|
|
2019
Q4 | $331K | Buy |
6,151
+600
| +11% | +$32.3K | 0.12% | 49 |
|
|
2019
Q3 | $280K | Hold |
5,551
| – | – | 0.11% | 49 |
|
|
2019
Q2 | $263K | Sell |
5,551
-73
| -1% | -$3.46K | 0.1% | 54 |
|
|
2019
Q1 | $272K | Hold |
5,624
| – | – | 0.1% | 49 |
|
|
2018
Q4 | $259K | Buy |
+5,624
| New | +$259K | 0.11% | 48 |
|