Hartford Financial Management’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 | $755K | Sell |
9,427
-168
| -2% | -$13.5K | 0.21% | 85 |
|
|
2025
Q1 | $689K | Hold |
9,595
| – | – | 0.14% | 117 |
|
|
2024
Q4 | $674K | Hold |
9,595
| – | – | 0.14% | 120 |
|
|
2024
Q3 | $542K | Hold |
9,595
| – | – | 0.11% | 131 |
|
|
2024
Q2 | $570K | Hold |
9,595
| – | – | 0.12% | 128 |
|
|
2024
Q1 | $556K | Hold |
9,595
| – | – | 0.12% | 129 |
|
|
2023
Q4 | $472K | Hold |
9,595
| – | – | 0.11% | 135 |
|
|
2023
Q3 | $392K | Hold |
9,595
| – | – | 0.1% | 138 |
|
|
2023
Q2 | $410K | Hold |
9,595
| – | – | 0.1% | 137 |
|
|
2023
Q1 | $359K | Hold |
9,595
| – | – | 0.09% | 139 |
|
|
2022
Q4 | $396K | Hold |
9,595
| – | – | 0.1% | 134 |
|
|
2022
Q3 | $386K | Hold |
9,595
| – | – | 0.11% | 131 |
|
|
2022
Q2 | $376K | Hold |
9,595
| – | – | 0.1% | 131 |
|
|
2022
Q1 | $465K | Hold |
9,595
| – | – | 0.11% | 127 |
|
|
2021
Q4 | $460K | Hold |
9,595
| – | – | 0.11% | 128 |
|
|
2021
Q3 | $445K | Hold |
9,595
| – | – | 0.11% | 126 |
|
|
2021
Q2 | $435K | Hold |
9,595
| – | – | 0.11% | 127 |
|
|
2021
Q1 | $375K | Sell |
9,595
-50
| -0.5% | -$1.95K | 0.09% | 129 |
|
|
2020
Q4 | $291K | Sell |
9,645
-138
| -1% | -$4.16K | 0.08% | 136 |
|
|
2020
Q3 | $230K | Sell |
9,783
-279
| -3% | -$6.56K | 0.07% | 138 |
|
|
2020
Q2 | $258K | Sell |
10,062
-33,658
| -77% | -$863K | 0.08% | 133 |
|
|
2020
Q1 | $1.26M | Sell |
43,720
-11,958
| -21% | -$343K | 0.5% | 68 |
|
|
2019
Q4 | $3M | Buy |
55,678
+1,375
| +3% | +$74K | 0.94% | 35 |
|
|
2019
Q3 | $2.74M | Buy |
54,303
+745
| +1% | +$37.6K | 0.91% | 35 |
|
|
2019
Q2 | $2.53M | Buy |
53,558
+587
| +1% | +$27.8K | 0.85% | 36 |
|
|
2019
Q1 | $2.56M | Buy |
52,971
+3,846
| +8% | +$186K | 0.87% | 37 |
|
|
2018
Q4 | $2.26M | Buy |
49,125
+4,676
| +11% | +$216K | 0.86% | 39 |
|
|
2018
Q3 | $2.34M | Buy |
44,449
+147
| +0.3% | +$7.73K | 0.79% | 40 |
|
|
2018
Q2 | $2.46M | Sell |
44,302
-346
| -0.8% | -$19.2K | 0.87% | 39 |
|
|
2018
Q1 | $2.34M | Buy |
44,648
+501
| +1% | +$26.3K | 1.18% | 27 |
|
|
2017
Q4 | $2.68M | Sell |
44,147
-925
| -2% | -$56.1K | 1.31% | 24 |
|
|
2017
Q3 | $2.49M | Buy |
45,072
+350
| +0.8% | +$19.3K | 1.26% | 25 |
|
|
2017
Q2 | $2.48M | Hold |
44,722
| – | – | 1.11% | 28 |
|
|
2017
Q1 | $2.49M | Hold |
44,722
| – | – | 1.5% | 19 |
|
|
2016
Q4 | $2.47M | Sell |
44,722
-1,000
| -2% | -$55.1K | 1.46% | 23 |
|
|
2016
Q3 | $2.02M | Buy |
45,722
+1,177
| +3% | +$52.1K | 1.23% | 29 |
|
|
2016
Q2 | $2.11M | Buy |
44,545
+100
| +0.2% | +$4.73K | 1.27% | 28 |
|
|
2016
Q1 | $2.15M | Buy |
44,445
+601
| +1% | +$29.1K | 1.34% | 28 |
|
|
2015
Q4 | $2.38M | Buy |
43,844
+600
| +1% | +$32.6K | 1.49% | 23 |
|
|
2015
Q3 | $2.22M | Sell |
43,244
-50
| -0.1% | -$2.57K | 1.48% | 23 |
|
|
2015
Q2 | $2.43M | Sell |
43,294
-225
| -0.5% | -$12.7K | 1.42% | 22 |
|
|
2015
Q1 | $2.37M | Buy |
43,519
+2,615
| +6% | +$142K | 1.45% | 22 |
|
|
2014
Q4 | $2.24M | Buy |
40,904
+1,450
| +4% | +$79.5K | 1.38% | 24 |
|
|
2014
Q3 | $2.05M | Buy |
39,454
+1,360
| +4% | +$70.5K | 1.23% | 27 |
|
|
2014
Q2 | $2M | Sell |
38,094
-950
| -2% | -$49.9K | 1.21% | 31 |
|
|
2014
Q1 | $1.94M | Sell |
39,044
-100
| -0.3% | -$4.97K | 1.27% | 31 |
|
|
2013
Q4 | $1.78M | Sell |
39,144
-625
| -2% | -$28.4K | 1.15% | 33 |
|
|
2013
Q3 | $1.64M | Sell |
39,769
-100
| -0.3% | -$4.13K | 1.13% | 33 |
|
|
2013
Q2 | $1.65M | Buy |
+39,869
| New | +$1.65M | 1.14% | 33 |
|