Harvest Portfolios Group’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 | $27.5M | Buy |
342,655
+10,722
| +3% | +$859K | 0.64% | 49 |
|
|
2025
Q1 | $23.8M | Buy |
331,933
+246,744
| +290% | +$17.7M | 0.7% | 43 |
|
|
2024
Q4 | $5.98M | Sell |
85,189
-18,939
| -18% | -$1.33M | 0.2% | 75 |
|
|
2024
Q3 | $5.88M | Buy |
104,128
+7,303
| +8% | +$413K | 0.2% | 82 |
|
|
2024
Q2 | $5.75M | Buy |
96,825
+1,070
| +1% | +$63.5K | 0.22% | 76 |
|
|
2024
Q1 | $5.55M | Sell |
95,755
-3,446
| -3% | -$200K | 0.22% | 81 |
|
|
2023
Q4 | $4.88M | Sell |
99,201
-10,932
| -10% | -$538K | 0.21% | 80 |
|
|
2023
Q3 | $4.5M | Buy |
110,133
+1,949
| +2% | +$79.6K | 0.21% | 73 |
|
|
2023
Q2 | $4.62M | Sell |
108,184
-8,358
| -7% | -$357K | 0.21% | 75 |
|
|
2023
Q1 | $4.36M | Buy |
116,542
+27,296
| +31% | +$1.02M | 0.21% | 68 |
|
|
2022
Q4 | $3.68M | Buy |
+89,246
| New | +$3.68M | 0.21% | 82 |
|