HB Wealth 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 | $11.4M | Buy |
|
|||||
|
2025
Q2 | $10.4M | Buy |
|
|||||
|
2025
Q1 | $8.19M | Buy |
|
|||||
|
2024
Q4 | $5.88M | Buy |
|
|||||
|
2024
Q3 | $4.12M | Buy |
|
|||||
|
2024
Q2 | $4.04M | Buy |
|
|||||
|
2024
Q1 | $3.65M | Buy |
|
|||||
|
2023
Q4 | $3.07M | Sell |
|
|||||
|
2023
Q3 | $2.58M | Buy |
|
|||||
|
2023
Q2 | $2.28M | Buy |
|
|||||
|
2023
Q1 | $1.47M | Sell |
|
|||||
|
2022
Q4 | $1.79M | Sell |
|
|||||
|
2022
Q3 | $1.81M | Buy |
|
|||||
|
2022
Q2 | $1.32M | Sell |
|
|||||
|
2022
Q1 | $1.82M | Buy |
|
|||||
|
2021
Q4 | $1.61M | Buy |
|