HB Wealth Management’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 | $10.4M | Buy |
129,750
+15,637
| +14% | +$1.25M | 0.08% | 129 |
|
|
2025
Q1 | $8.19M | Buy |
114,113
+30,404
| +36% | +$2.18M | 0.07% | 160 |
|
|
2024
Q4 | $5.88M | Buy |
83,709
+10,711
| +15% | +$752K | 0.06% | 146 |
|
|
2024
Q3 | $4.12M | Buy |
72,998
+4,892
| +7% | +$276K | 0.04% | 175 |
|
|
2024
Q2 | $4.04M | Buy |
68,106
+5,198
| +8% | +$309K | 0.05% | 173 |
|
|
2024
Q1 | $3.65M | Buy |
62,908
+496
| +0.8% | +$28.7K | 0.05% | 175 |
|
|
2023
Q4 | $3.07M | Sell |
62,412
-638
| -1% | -$31.4K | 0.04% | 172 |
|
|
2023
Q3 | $2.58M | Buy |
63,050
+9,591
| +18% | +$392K | 0.04% | 176 |
|
|
2023
Q2 | $2.28M | Buy |
53,459
+14,120
| +36% | +$603K | 0.04% | 187 |
|
|
2023
Q1 | $1.47M | Sell |
39,339
-4,008
| -9% | -$150K | 0.03% | 235 |
|
|
2022
Q4 | $1.79M | Sell |
43,347
-1,758
| -4% | -$72.6K | 0.03% | 210 |
|
|
2022
Q3 | $1.81M | Buy |
45,105
+11,348
| +34% | +$456K | 0.04% | 187 |
|
|
2022
Q2 | $1.32M | Sell |
33,757
-3,708
| -10% | -$145K | 0.03% | 220 |
|
|
2022
Q1 | $1.82M | Buy |
37,465
+3,868
| +12% | +$187K | 0.03% | 197 |
|
|
2021
Q4 | $1.61M | Buy |
+33,597
| New | +$1.61M | 0.03% | 179 |
|