Hartford Financial Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $536K | Sell |
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|
2025
Q2 | $755K | Sell |
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|
2025
Q1 | $689K | Hold |
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|
2024
Q4 | $674K | Hold |
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|
2024
Q3 | $542K | Hold |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $556K | Hold |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $410K | Hold |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $386K | Hold |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $460K | Hold |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $435K | Hold |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $3M | Buy |
|
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|
2019
Q3 | $2.74M | Buy |
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|
2019
Q2 | $2.53M | Buy |
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|
2019
Q1 | $2.56M | Buy |
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|
2018
Q4 | $2.26M | Buy |
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|
2018
Q3 | $2.34M | Buy |
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|
2018
Q2 | $2.46M | Sell |
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|
2018
Q1 | $2.34M | Buy |
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|
2017
Q4 | $2.68M | Sell |
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|
2017
Q3 | $2.48M | Buy |
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|
2017
Q2 | $2.48M | Hold |
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|
2017
Q1 | $2.49M | Hold |
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|
2016
Q4 | $2.46M | Sell |
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|
2016
Q3 | $2.02M | Buy |
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|
2016
Q2 | $2.11M | Buy |
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|
2016
Q1 | $2.15M | Buy |
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|
2015
Q4 | $2.38M | Buy |
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|
2015
Q3 | $2.22M | Sell |
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|
2015
Q2 | $2.43M | Sell |
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|
2015
Q1 | $2.37M | Buy |
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|
2014
Q4 | $2.24M | Buy |
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|
2014
Q3 | $2.05M | Buy |
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|
2014
Q2 | $2M | Sell |
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|
2014
Q1 | $1.94M | Sell |
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|
2013
Q4 | $1.78M | Sell |
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|
2013
Q3 | $1.64M | Sell |
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|
2013
Q2 | $1.65M | Buy |
|