Hazlett, Burt & Watson’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
3,495
-539
| -13% | -$43.2K | 0.11% | 164 |
|
|
2025
Q1 | $290K | Buy |
4,034
+865
| +27% | +$62.2K | 0.13% | 154 |
|
|
2024
Q4 | $221K | Hold |
3,169
| – | – | 0.1% | 187 |
|
|
2024
Q3 | $179K | Sell |
3,169
-518
| -14% | -$29.3K | 0.08% | 215 |
|
|
2024
Q2 | $219K | Hold |
3,687
| – | – | 0.11% | 169 |
|
|
2024
Q1 | $215K | Sell |
3,687
-325
| -8% | -$19K | 0.13% | 161 |
|
|
2023
Q4 | $199K | Hold |
4,012
| – | – | 0.13% | 152 |
|
|
2023
Q3 | $163K | Hold |
4,012
| – | – | 0.12% | 164 |
|
|
2023
Q2 | $172K | Sell |
4,012
-400
| -9% | -$17.1K | 0.13% | 155 |
|
|
2023
Q1 | $165K | Buy |
4,412
+100
| +2% | +$3.74K | 0.13% | 141 |
|
|
2022
Q4 | $177K | Buy |
4,312
+100
| +2% | +$4.11K | 0.16% | 135 |
|
|
2022
Q3 | $169K | Buy |
4,212
+400
| +10% | +$16K | 0.16% | 129 |
|
|
2022
Q2 | $150K | Hold |
3,812
| – | – | 0.14% | 156 |
|
|
2022
Q1 | $185K | Buy |
+3,812
| New | +$185K | 0.15% | 143 |
|