HKIM
Hayek Kallen Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
6,360
+1,600
| +34% | +$128K | 0.17% | 69 |
|
|
2025
Q1 | $342K | Hold |
4,760
| – | – | 0.13% | 76 |
|
|
2024
Q4 | $334K | Hold |
4,760
| – | – | 0.12% | 77 |
|
|
2024
Q3 | $269K | Hold |
4,760
| – | – | 0.1% | 84 |
|
|
2024
Q2 | $283K | Hold |
4,760
| – | – | 0.11% | 80 |
|
|
2024
Q1 | $276K | Sell |
4,760
-100
| -2% | -$5.8K | 0.11% | 80 |
|
|
2023
Q4 | $239K | Buy |
+4,860
| New | +$239K | 0.1% | 78 |
|
|
2023
Q3 | – | Sell |
-4,860
| Closed | -$207K | – | 90 |
|
|
2023
Q2 | $207K | Buy |
+4,860
| New | +$207K | 0.09% | 81 |
|
|
2023
Q1 | – | Sell |
-4,860
| Closed | -$201K | – | 86 |
|
|
2022
Q4 | $201K | Sell |
4,860
-125
| -3% | -$5.17K | 0.09% | 79 |
|
|
2022
Q3 | $200K | Buy |
+4,985
| New | +$200K | 0.09% | 78 |
|
|
2022
Q2 | – | Sell |
-4,985
| Closed | -$242K | – | 92 |
|
|
2022
Q1 | $242K | Sell |
4,985
-550
| -10% | -$26.7K | 0.09% | 83 |
|
|
2021
Q4 | $266K | Hold |
5,535
| – | – | 0.09% | 83 |
|
|
2021
Q3 | $257K | Sell |
5,535
-1,153
| -17% | -$53.5K | 0.12% | 68 |
|
|
2021
Q2 | $303K | Hold |
6,688
| – | – | 0.13% | 67 |
|
|
2021
Q1 | $261K | Sell |
6,688
-274
| -4% | -$10.7K | 0.12% | 67 |
|
|
2020
Q4 | $210K | Sell |
6,962
-6,876
| -50% | -$207K | 0.1% | 69 |
|
|
2020
Q3 | $325K | Sell |
13,838
-6
| -0% | -$141 | 0.18% | 55 |
|
|
2020
Q2 | $354K | Buy |
13,844
+757
| +6% | +$19.4K | 0.2% | 57 |
|
|
2020
Q1 | $376K | Buy |
13,087
+1,564
| +14% | +$44.9K | 0.25% | 54 |
|
|
2019
Q4 | $620K | Sell |
11,523
-88
| -0.8% | -$4.74K | 0.36% | 49 |
|
|
2019
Q3 | $586K | Sell |
11,611
-362
| -3% | -$18.3K | 0.37% | 51 |
|
|
2019
Q2 | $567K | Sell |
11,973
-39
| -0.3% | -$1.85K | 0.36% | 49 |
|
|
2019
Q1 | $580K | Buy |
12,012
+525
| +5% | +$25.4K | 0.38% | 49 |
|
|
2018
Q4 | $529K | Sell |
11,487
-110
| -0.9% | -$5.07K | 0.38% | 48 |
|
|
2018
Q3 | $610K | Sell |
11,597
-2,117
| -15% | -$111K | 0.39% | 49 |
|
|
2018
Q2 | $760K | Sell |
13,714
-592
| -4% | -$32.8K | 0.53% | 44 |
|
|
2018
Q1 | $750K | Buy |
14,306
+2,452
| +21% | +$129K | 0.52% | 44 |
|
|
2017
Q4 | $719K | Buy |
11,854
+252
| +2% | +$15.3K | 0.47% | 45 |
|
|
2017
Q3 | $640K | Buy |
11,602
+3,100
| +36% | +$171K | 0.44% | 45 |
|
|
2017
Q2 | $471K | Buy |
+8,502
| New | +$471K | 0.32% | 49 |
|