Harel Insurance Investments & Financial Services’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 | $272K | Hold |
3,400
| – | – | ﹤0.01% | 262 |
|
|
2025
Q1 | $244K | Buy |
+3,400
| New | +$244K | ﹤0.01% | 259 |
|
|
2024
Q4 | – | Sell |
-3,800
| Closed | -$215K | – | 530 |
|
|
2024
Q3 | $215K | Sell |
3,800
-939
| -20% | -$53.1K | ﹤0.01% | 221 |
|
|
2024
Q2 | $272K | Buy |
4,739
+4,562
| +2,577% | +$262K | 0.01% | 231 |
|
|
2024
Q1 | $10K | Sell |
177
-5,400
| -97% | -$305K | ﹤0.01% | 490 |
|
|
2023
Q4 | $276K | Sell |
5,577
-1,000
| -15% | -$49.5K | ﹤0.01% | 252 |
|
|
2023
Q3 | $269K | Buy |
6,577
+600
| +10% | +$24.5K | 0.01% | 253 |
|
|
2023
Q2 | $254K | Buy |
5,977
+1,317
| +28% | +$56K | 0.01% | 285 |
|
|
2023
Q1 | $174K | Buy |
4,660
+377
| +9% | +$14.1K | ﹤0.01% | 348 |
|
|
2022
Q4 | $177K | Buy |
4,283
+3,000
| +234% | +$124K | ﹤0.01% | 294 |
|
|
2022
Q3 | $52K | Buy |
1,283
+600
| +88% | +$24.3K | ﹤0.01% | 500 |
|
|
2022
Q2 | $27K | Sell |
683
-118,473
| -99% | -$4.68M | ﹤0.01% | 609 |
|
|
2022
Q1 | $5.77M | Hold |
119,156
| – | – | 0.09% | 105 |
|
|
2021
Q4 | $5.72M | Buy |
119,156
+95,973
| +414% | +$4.6M | 0.11% | 87 |
|
|
2021
Q3 | $1.08M | Sell |
23,183
-1,900
| -8% | -$88.2K | 0.03% | 139 |
|
|
2021
Q2 | $3.63M | Buy |
25,083
+23,300
| +1,307% | +$3.38M | 0.08% | 125 |
|
|
2021
Q1 | $170K | Sell |
1,783
-10,036
| -85% | -$957K | ﹤0.01% | 596 |
|
|
2020
Q4 | $1.11M | Buy |
11,819
+24
| +0.2% | +$2.26K | 0.03% | 270 |
|
|
2020
Q3 | $277K | Buy |
11,795
+11,112
| +1,627% | +$261K | 0.01% | 257 |
|
|
2020
Q2 | $17K | Sell |
683
-3,551
| -84% | -$88.4K | ﹤0.01% | 470 |
|
|
2020
Q1 | $122K | Sell |
4,234
-8,189
| -66% | -$236K | 0.01% | 200 |
|
|
2019
Q4 | $668K | Buy |
12,423
+11,989
| +2,762% | +$645K | 0.03% | 101 |
|
|
2019
Q3 | $22K | Sell |
434
-273
| -39% | -$13.8K | ﹤0.01% | 387 |
|
|
2019
Q2 | $33K | Sell |
707
-324,526
| -100% | -$15.1M | ﹤0.01% | 354 |
|
|
2019
Q1 | $15.7M | Hold |
325,233
| – | – | 0.92% | 32 |
|
|
2018
Q4 | $15M | Hold |
325,233
| – | – | 0.92% | 35 |
|
|
2018
Q3 | $17.1M | Hold |
325,233
| – | – | 0.84% | 37 |
|
|
2018
Q2 | $18M | Sell |
325,233
-2,939
| -0.9% | -$163K | 0.96% | 34 |
|
|
2018
Q1 | $17.2M | Sell |
328,172
-3,000
| -0.9% | -$157K | 0.97% | 30 |
|
|
2017
Q4 | $20.1M | Sell |
331,172
-2,628
| -0.8% | -$159K | 1.26% | 24 |
|
|
2017
Q3 | $18.4M | Sell |
333,800
-4,000
| -1% | -$221K | 1.51% | 23 |
|
|
2017
Q2 | $18.7M | Sell |
337,800
-3,392
| -1% | -$188K | 1.51% | 21 |
|
|
2017
Q1 | $18.9M | Buy |
341,192
+15,437
| +5% | +$857K | 1.66% | 18 |
|
|
2016
Q4 | $14.4M | Buy |
325,755
+429
| +0.1% | +$19K | 2.05% | 16 |
|
|
2016
Q3 | $14.4M | Sell |
325,326
-12,354
| -4% | -$547K | 1.95% | 18 |
|
|
2016
Q2 | $16M | Sell |
337,680
-42,556
| -11% | -$2.01M | 1.91% | 13 |
|
|
2016
Q1 | $18.4M | Sell |
380,236
-341
| -0.1% | -$16.5K | 2.2% | 12 |
|
|
2015
Q4 | $20.7M | Buy |
+380,577
| New | +$20.7M | 2.4% | 13 |
|