Hazlett, Burt & Watson’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 | $287K | Sell |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $290K | Buy |
|
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|
2024
Q4 | $221K | Hold |
|
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|
2024
Q3 | $179K | Sell |
|
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|
2024
Q2 | $219K | Hold |
|
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $199K | Hold |
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|
2023
Q3 | $163K | Hold |
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|
2023
Q2 | $172K | Sell |
|
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|
2023
Q1 | $165K | Buy |
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|
2022
Q4 | $177K | Buy |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $185K | Buy |
|